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Trading Terms

Trading terms enable the user to set multiple “Payment due days”? The due date on the invoice.

It is important to change the invoice due date so that problems on invoicing won't occur.

To begin, click 'My Account' in the icons bar on the left of the page. 

After you have done this, go to the 'Invoice/Quote setup' tab - 'Trading terms"

On this section, you can add your own Period Term. Here you can add multiple rows of terms and you will have the ability to set one as a default.

The second step is where we need to apply them to the relevant contacts.

Click on 'Contacts' in the icons bar on the left of the page. 

Then, from here you can choose a contact you need to apply the trading terms to. 

Note: Whatever the default is, should be set as default.

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