> For the complete documentation index, see [llms.txt](https://help.tacinsight.com/fast-weigh-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-billing-terms-and-modes.md).

# Creating Billing Terms and Modes

## How to Create Payment Terms

{% stepper %}
{% step %}

### Navigate to \[ Resources > Billing > Pay Terms ] 

<figure><img src="/files/WyyVfzJP4GX3YmaWNyhy" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

### Click \[ + New Terms ]

<figure><img src="/files/So19JV9WIHp2rl2dD0Tz" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Fill out Fields

Add a one-character **Code**, a **Description** and the number of days for the term
{% endstep %}

{% step %}

<figure><img src="/files/PFUxtp51xGGEWC5kEOyb" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click \[ **✓** Update ]

<figure><img src="/files/sZ087DDC4okvkiy94qQ3" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## How to Create Billing Modes

{% stepper %}
{% step %}

### Navigate to \[ Resources > Billing > Pay Terms ]

<figure><img src="/files/e7M00eOEb9aSRuPuqvhn" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

### Click \[ + New Billing Mode ]

<figure><img src="/files/UWiyPrWvedCHn1vqGGOh" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Fill out Fields

Add one-character **Code** and a **Description**

<figure><img src="/files/3gSUZb0b3JTS9LOoBwBv" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click \[ **✓** Update ]

<figure><img src="/files/sZ087DDC4okvkiy94qQ3" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Assigning Terms and Modes to Customers

{% stepper %}
{% step %}

### Navigate to \[ Resources > Customers ]

<figure><img src="/files/XEfYfo7bKDBFu500YlP0" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Edit Customer

Find the customer you wish to assign the Pay Term or Billing Mode to and click the **\[ Edit ]** button.

To assign the Terms or Fields, update the following fields: **\[ Terms ]** & **\[ Billing Mode ]**

<figure><img src="/files/JH1SS1CwjmUVThT1X0EN" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click \[ **✓** Update ]

<figure><img src="/files/sZ087DDC4okvkiy94qQ3" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Adding a particular billing mode to a customer profile allows you to select tickets for billing based on the customer’s assigned method.
{% endhint %}

***

## Related Guides

{% content-ref url="/pages/Cx3yVvt12dWbgbqe23yJ" %}
[Creating a New Customer](/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-customer.md)
{% endcontent-ref %}

{% content-ref url="/pages/WhrKiNuraiXxfdzfUa8h" %}
[Creating Tax Codes](/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-tax-codes.md)
{% endcontent-ref %}

***

## References

{% content-ref url="/pages/xRegvm0Jzu5Bk1ZkRkYi" %}
[Pay Terms](/fast-weigh-knowledge-base/references/web-portal/resources/billing/pay-terms.md)
{% endcontent-ref %}

{% content-ref url="/pages/knRumj0gwP4mXKNtYCVh" %}
[Customer](/fast-weigh-knowledge-base/references/web-portal/resources/customer.md)
{% endcontent-ref %}