The Billing Terms feature is used in Client Invoices and, if applicable, Contracts. This table is shared across all Branches, meaning any changes or additions affect all Branches.
Navigation
Main Menu → Selects → A-D → Billing Terms
Applies To: Enterprise | Plus | Basic
Field Details
-
Term:
- The abbreviated name of the billing term.
- Required field.
-
Description:
- A brief description of the billing term.
- Optional field.
-
Default:
- Only one billing term can be set as the default.
- When a new invoice is created, the default billing term is automatically applied if set.
- If the default billing term is changed or added, users must log out and back in for the change to take effect.
Examples of Billing Terms:
- Due on receipt
- 15 days
- 30 days
- 60 days
Conclusion
The Billing Terms feature helps standardize invoice payment expectations across all branches. Setting a default billing term ensures consistency in new invoices. For further assistance, refer to related articles or contact support.