To create a payment configuration:
You will see the default payment configuration
Select the payment configurations you wish to activate (Upfront will be selected by default)
Below is a description of each field:
Field | Descrption |
---|---|
Payment Terms (Days) | This is the number of days they will have to pay the bill once they have received the bill. |
Description | This allows you to give detailed information as to what this configuration means. |
Instalment Period | This is where you set the dates between which the invoices will be created. These will need to be updated every year. |
Once completed click Save.
The created payment configuration will now appear in the list. You can now add categories to your payment configurations.
To add categories to your payment configurations
You can create additional payment configuration types, as needed
Field | Description |
---|---|
Payment Terms (Days) | This is the number of days they will have to pay the bill once they have received the bill. |
Name | Give the configuration a name. E.g. Term, Weekly, Monthly, Once off payment |
Description | This allows you to give detailed information as to what this configuration means. |
Custom Dates | This is where you set the dates on which the invoices will be created. These will need to be updated every year. |