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Billing Terms

Used in Client Invoices and, if applicable, Contracts. This table is shared across all Branches. Changes and additions affect all Branches.


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Main Menu > Selects > A-D >  Billing Terms

Applies To:    Enterprise    Plus    Basic


Field Details

  • Term: Billing term abbreviated name. Required field.
  • Description: Description of billing term. Optional field.
  • Default: One billing term can be set as the default.  When a new invoice is created, the invoice billing term will be set to the default value if a default billing term is set. If the default billing term is added or changed, current users must log out and back in again for the change to take effect.

Examples:    Due on receipt, 15 days, 30 days, 60 days



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