How to manage payment terms?

Introduction

Payment terms define the payment deadlines offered to your customers (30 days, 60 days, upon receipt, etc.). They are then associated with your quote templates so that your sales reps can select the most suitable option when creating a quote.

Access

1. In the left side menu, click Settings
2. In the Workspace section, click Payment terms

View the list of payment terms

The screen displays the list of all your payment terms as a table:

• Status : Active (green) or Inactive (gray)
• Name : Name of the term (e.g.: Payment in 30 days, Upon receipt)
• API name : Technical identifier for integrations

Search for a payment term

Use the search bar at the top of the screen to filter the list by name.

Navigate the list

At the bottom of the table, you can:

• Change the number of rows displayed per page via the Rows per page menu
• Navigate between pages using the pagination buttons

Create a new payment term

1. Click the + New payment term button at the top right
2. A new page opens to configure your term

Edit a payment term

1. Find the term to edit in the list
2. Click the ⋮ menu to the right of the row
3. Select Edit
4. Make your changes and then save

Delete a payment term

1. Find the term to delete in the list
2. Click the ⋮ menu to the right of the row
3. Select Delete
4. Confirm deletion

Related articles

• How to create and configure a payment term?
• How to create a quote template?
• How to create a quote?