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
Navigate to "Resources" > "Billing" > "Pay Terms"
Click the [+ New Terms] button
Add one-character Code, a Description and the number of days for the term
Click [✓Update]
How to Create Billing Modes
Navigate to "Resources" > "Billing" > "Pay Terms"
Click the [+ New Billing Mode] button
Add one-character Code and a Description
Once Terms and Billing modes are set up, go to "Resources" > "Customers" to assign these to your customers.
Adding a particular billing mode to a customer profile allows you to select tickets for billing based on the customer’s assigned method.
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