How to Add, Edit, or Delete Payment Terms When Creating an Invoice

To manage payment terms, the system allows you to easily add new payment terms or edit or delete existing terms.

Steps to Add a New Payment Term

1. Go to Settings.

2. Click on Payment Terms.

3. Click on “Create Payment Terms” at the top of the page.

4. Enter the payment term name in the “Payment Terms” field (example: “After 60 days”).

5. Select the number of days before payment is due.

6. Choose the appropriate description for the term.

7. Click Save to add the term.

Steps to Edit or Delete a Payment Term

• Next to each existing payment term, you will find options to edit or delete.

• Choose Edit to change the name, days, or description.

• Choose Delete to permanently remove the term.