Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open Admin > Corporate Division Configuration

  2. Corp Division > Drop Down List Setup - click on “Terms of Sale” to open panel.

  3. Select New as highlighted below.

    Image RemovedImage Added

  4. Name your schedule in the “List It” field.

    Image RemovedImage Added

  5. Select your Corporate Division and “Save.”

    Image RemovedImage Added

New Payment Schedule / Due Date

If you want your Vendor or Customer Invoices to automatically apply the correct due date at the time of entry you should ensure the settings are properly applied. If your customer Terms of Sale require a deposit, you should also set that up here so that your Deposit Invoice properly splits out the calculation. To setup both see below instructions:

  1. Select the Term of Sale from your Drop Down Dropdown List

    Image RemovedImage Added

  2. Place the amount number of days in the “Invoice Due In” & Select “Save”Save.

    Image RemovedImage Added

  3. If there is a deposit involved, enter the % required and select “Set” which will put the deposit in the lower portion of this screen.

    Image RemovedImage Added
  4. Proceed to enter the remaining amount(s) in the “% of Order Due”, enter the “Schedule Text” and “Save”Save.

    Image RemovedImage Added

    Note: You can always adjust the “PaymentTermsLineText” directly in the grid if necessary

...