Creating Billing Terms and Modes

Set up your payment terms and billing modes. These terms and codes should be set up in conjunction with your Accounts Receivable Terms Codes.

How to Create Payment Terms

Add a one-character Code, a Description and the number of days for the term

Add one-character Code and a Description

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 ]

Adding a particular billing mode to a customer profile allows you to select tickets for billing based on the customer’s assigned method.

Last updated 25 days ago