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