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Payment Terms

There are a range of Payment Terms in Admin> Payment Terms that you can choose to apply to Invoices and customers (i.e. Company or Contact records). When you initially import data from your accounting system to CRM, Payment Terms will be automatically created using your existing data.

You cannot create new Payment Terms in CRMthe list you will see is populated using existing data from your accounting system, but you can modify a few of the options for each term:

  • To remove a term from the available lists throughout the system, you can untick the Is Active box.
  • To select a default term to apply throughout the system, select the desired term and tick the Is Default box.
  • You can change the Account Term for an option to either Account, C.O.D., Prepaid or Cash With Order.

Amending Payment Terms

To apply a default Payment Term to a customer, open their Company or Contact record and locate the Payment Term field and then select the preferred option from the list, then Save & Close the record.

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