Payment (Credit) terms

You can specify the credit terms you offer

Every business is unique, as are the Credit Terms you offer your Customers.
Therefore you need to be able to change the list of available Credit Terms, as well as set a Default Term.

There is no save button, once you change a selection, Credit Management will save your settings automatically for you.


Doing this is simple:

  • Tick all the different Terms you want to offer your Customers
  • Under the list, select the Default term you would offer (7 Days in the example)

That’s it!
Now that you have selected the payment terms you offer, when you are at the payment terms stage of the credit process, the list will match your selection.

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