Invoices will use the organization's default payment terms (Net 30, Net 15, etc.) in the Admin panel.
This can be overridden on a per-Account basis.
Alternate payment terms can be found at the top of the individual account page and the bottom of the right-hand column. Payment terms on the account level will populate the invoice and override the standard company Payment Terms.
NOTE for Quickbooks Integration customers: If your organization needs the alternate payment terms to be included when Vinosmith inserts the invoice into QB, please get in touch with help@vinosmith.com to enable this configuration.
Admins: To create alternate payment terms
Click on My Account in the top right-hand corner
Click on the red Manage link on the left-hand side
Click on the red Manage Payment Terms link on the left-hand side
Click the red Create a Payment Term link
Provide a Name and the number of days to be used in the due-date calculation
Click the blue Save button
Admins: To Change a Specific Invoice Payment Term
If your Organization has multiple payment terms, you can update any Invoice to have these alternate Terms.
Navigate to the Invoice
In the bottom-right of the invoice action bar (to the right are the menus to view the Invoice, etc.), click on the grey Update button
In the resulting pop-up, you will be presented with the ability to choose an alternate Payment Term from a dropdown. Choose your desired Term and save your changes.
To add account-specific terms to an account
Navigate to the Accounts page
Click into the account you wish to add account-specific payment terms for
On the left-hand side, under the account name, click on the red Edit Account link
Scroll down to the Invoicing/Delivery section and select a payment term from the drop-down menu (your administrator must input payment terms to show up in this drop-down)
Scroll to the bottom and click the blue Save button