Default Payment Terms

You can set up your payment terms and set a default term type with the following instructions below. 

1. Click on your name at the top of the screen
2. Then click on Settings
3. Click on Custom Lists
4. Click on Edit to the right of Invoice Term Types
5. You can enter a new term type if needed, then click Add
6. To set the default click the drop-down to select the desired option
7. Then click Done

 *Setting these up requires System Administration access to the Firm Settings.

To show these terms on your invoice(s) you will also need to have this option selected in your Invoice template(s.) Follow these steps to set up the invoice:

1. Click on your name
2. Then click on Settings
3. Click on the Invoice Setup tab
4. Then click the Edit icon for the desired template
5. In the Options section - select "Show Invoice Terms"
6. Scroll back up to the top and click the Save button