How to Create and Manage Payment Terms

You are here:
← All Topics
  1. In the main navigation, go to Settings>Invoicing, and scroll down to the Payment Terms section.
  2. If you want to create another payment term option, click the Add Payment Terms button.
    1. Name the payment term whatever you’d like (e.g., Net 14).
    2. Fill in the number of days of the term in Term Days.
    3. Click the Save button.
  3. To edit or delete an existing Payment Term, click on that payment term row.
    1. In the Payment Terms edit box, make changes or click Delete.
    2. Click the Save button.
  4. To set a Payment Term as the default, click on that payment term row.
    1. In the Payment Terms edit box, check the box Set as default.
    2. Click the Save button.
  5. These payment terms will all show up as options on your invoice groups and direct hire invoices. They will flow through to your integrations when applicable.

Previous How to Turn on and Set up ACA billing
Next How to override contract quantities and rates
Table of Contents