> 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

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

{% stepper %}
{% step %}

### Navigate to \[ Resources > Billing > Pay Terms ]&#x20;

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2Frn91JxxLFRFtEg2VeICd%2Fimage.png?alt=media&amp;token=6d67ff1e-90be-4347-a0ce-8d8ab6296566" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

### Click \[ + New Terms ]

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FgmZqzyNNyBmRPwxkhkSq%2Fimage.png?alt=media&amp;token=7cbda744-6ced-4f9d-8bc3-09bfb7bd7df7" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FC24Uh3KMoakGHpV4AtTT%2Fimage_2025-07-21_100511670.png?alt=media&amp;token=446b7bf9-6289-4e86-8110-ad3b0b244edd" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click \[ **✓** Update ]

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FyCwUa0fhrP1EU52o5Bnl%2Fimage.png?alt=media&amp;token=2018ddeb-0613-447a-8e1c-9f8f2dd32eb1" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## How to Create Billing Modes

{% stepper %}
{% step %}

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

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FlFQDLS93FPmoyBEyA8fk%2Fimage.png?alt=media&amp;token=008b3d79-b352-46f4-af91-633222697ae9" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

### Click \[ + New Billing Mode ]

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FrGE5RmRQzEeLuMpnjAZc%2Fimage.png?alt=media&amp;token=4fe4067f-5a19-4e2e-892c-431ddc4b257b" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Fill out Fields

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

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FTxNkMwkkyiBIXIvCOgSm%2Fimage_2025-07-21_100701550.png?alt=media&amp;token=6ca13ac7-0314-4746-89bb-14b400c7fc54" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click \[ **✓** Update ]

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FyCwUa0fhrP1EU52o5Bnl%2Fimage.png?alt=media&amp;token=2018ddeb-0613-447a-8e1c-9f8f2dd32eb1" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Assigning Terms and Modes to Customers

{% stepper %}
{% step %}

### Navigate to \[ Resources > Customers ]

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FATwAUwNeIWJDt0Zt1E3c%2Fimage.png?alt=media&amp;token=43432921-59c7-42fc-9a48-4f902ee94c51" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FjY9IzCHaOMfG1OKMV65K%2Fimage.png?alt=media&amp;token=46b94b79-6a19-44bd-b213-92d261eb8c86" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click \[ **✓** Update ]

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FyCwUa0fhrP1EU52o5Bnl%2Fimage.png?alt=media&amp;token=2018ddeb-0613-447a-8e1c-9f8f2dd32eb1" 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 %}
