Adding & Managing Payment Terms & Billing Modes

Adding & Managing Payment Terms & Billing Modes

Fast-Weigh Web Portal

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

If your organization will be using direct QuickBooks Online integration, click here for instructions on how to add terms directly from QBO.

Payment Terms

  • Navigate to  Resources >Billing > Pay Terms.
  • Add new terms modes by clicking the  [+New Terms] button
  • Set up a one-character  Code and Description to correspond with the Term.
  • Add the number of  Days in the Term.
  • Click  Update to save the Term.

Billing Modes

These are used in each customer’s profile to further isolate records selected during a billing cycle selection. As an example you might setup the following billing methods:

  • Add new billing modes by clicking the [+New Billing Mode] button
  • Fill in the one-character Code and Description for the Billing Mode.
  • Click Update to save the mode.

Once  Terms and Billing modes are set up, go to Resources > Customers and edit your customers to assign these Terms to each customer record.

  •  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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