Web Dashboard: Add Payment Terms

1. From your computer, log into the Web Dashboard. 

2. Click on Settings.

3. Click Account Settings.

3. Click '+' button to add a new Payment Term.

5.  Add new Payment Term:
 - Payment Terms is what you see.
 - Description is what your customer sees.

 

6.  Set whether you want the due date to be calculated after the invoice date, or after the month-end.

 

7.  Click Save.

8.  Your customer sees the Payment Terms on the invoice.   The due date is calculated automatically.