How to Create and Edit Invoice Payment Terms?
Payment terms, also known as credit term, is the payment timeline by which businesses can expect their invoices be paid back by their customers. Zuper Administrators can create custom payment terms in the Zuper Web App and it can be associated while creating the invoice.
Creating Payment Terms
- To create a New Payment Term, navigate to the "Settings" icon in the Menu.
- Locate the "Configuration Settings" section and select "Quotes & Invoice."
- Once you click on the "Payment Term" tab in the left pane of the Quotes & Invoice Settings Page, you will see a list of all available payment terms.
- Enter the name of the payment term in the "Payment Term Name" field.
- Enter the number of days in the "Number of Days" field.
- Now click on "Save Payment Term".
Editing Payment Terms
- Once you click on the Payment Terms field in the left pane of the Quotes & Invoice Settings Page, you will see a list of all payment terms.
- To edit a payment term, click on the "Edit" icon on the specific payment term which you would like to edit.
- It will prompt open the "Update Payment Term" dialog.
- You can customize the payment term and click on "Update Payment Term".
Deleting Payment Term
- Once you click on the Payment Terms field in the left pane of the Quotes & Invoice Settings Page, you will see a list of all payment terms.
- To delete a payment term, click on the "Delete" icon on the specific payment term you want to delete.
- It will prompt open the "Delete Payment Term" dialog.
- To delete the payment term, you must confirm your action by clicking on the Delete button.
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