Column Name | Description |
---|---|
Name | The name of the payment term. |
Usage Count | The total of the client who using this payment term. |
Action | The action performed on the payment term. |
In this part, we only focus on three columns above. The other columns will be described in the next part.
Button | Description |
---|---|
Is used to edit the payment term. | |
Is used to delete the payment term. | |
Is used to select the name of Payment Term to query. Click on the arrow, the list of all available payment term will be displayed. | |
Is used to refresh to get latest the list of the Payment Term. | |
Is used to query data. Clicking on this button, the result will be displayed. | |
Is used to set the total of records per a page. | |
Is used to select the column which will be shown/hidden. | |
Is used to go to next, previous page. It is also used to go to the specific page by clicking on the number of page. |
To add new Payment Term, click on the Create New button, this page will be shown as below:
Screenshot: Adding Payment Term
Field Name | Description |
---|---|
Name | The name of the payment term. |
Invoicing Cycle | You can specify the exact day or the frequency of payments here. There are some options as below:
|
Grace Period | Period that specifies how much time the client has to pay the bill after he was invoiced, it's the Due Date in invoices. |
Notify(Days) | Here you can set how many days before the payment date (invoicing date + grace period) reminders will be sent to the client. For example, if you will enter 10 as a value, the reminder will be sent 10 days before the payment date. |
After filling in all fields, click Save icon to save and click on Delete icon to remove this record.
Related pages
Popular Topics
Recently Updated Pages