Create terms of payment

The following explains how to create your own payment terms in the web-based logistics software. Payment terms can be created for customers and subcontractors and then stored with both.

  1. Go to “Settings>Accountancy>Payment condition” in the menu.
  2. A table is displayed with the existing payment terms.
  3. To create a new payment term, click on “New” in the toolbar.
  4. Then fill the existing fields with information as follows:
    1. Code: Here you can enter a short keyword so that you can find the payment terms better, for example, with the customer or with the invoice.
    2. Printout Invoice: This text appears on the invoice.
    3. Printout Other Documents: This text appears on all other relevant documents except the invoice, e.g. for subcontractors on the contract of carriage or for customers on the order confirmation.
    4. COD: Check the box if cash-on-delivery.
    5. Direct debit: Check the box if direct debit is used.
    6. Due days: Here you enter in numerical form the number of days until when the invoice is due. That means if you have a payment term of 30 days, enter “30”.
    7. Cash discount days: Enter the number of days within which the payment must be made in order to receive the cash discount or discount.
    8. Cash discount: Enter the percentage discount.
    9. Following Month: If the box is ticked, the due dates only count from the first day of the following month.
    10. Deleted: Check the box to make the selected payment terms inactive.
  5. After you have completed the data, click on “Save” in the toolbar.

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