1. To manage your payment terms, go to:
Menu > Settings > Manage Payment Terms

2. If you'd like to add a new payment term

Click on the "+ Add New Payment Term" button in the upper right corner.

3. This will open the Edit Payment Term screen, where you can fill out the following details:

• Name – A clear label to identify the term (e.g., Net 30, Due on Receipt)

• Export Code – Used when exporting data to your accounting platform

• Discount % – The percentage discount offered

• Discount Days – The number of days within which the discount is valid

• Term Type – Choose between:

  • Fixed number of days (e.g., 30 days from invoice date)

  • Specific day of the month (e.g., due on the 15th of each month)

Once you've entered all the required information, click Save to add the new term to your list.

4. To edit an existing payment term:

• Click on the payment term you want to edit.

5. The Edit Payment Term screen will open.

• Make any necessary changes to the name, export code, discount settings, or term type.
• Click Save.

6. To deactivate a payment term:

1. Uncheck the "Active" checkbox to deactivate the term.

2. Click Save.

Once deactivated, the term will no longer appear as an option in other parts of the system, such as customer or vendor profiles and invoice creation. You can always reactivate it later if needed.