ServiceCore lets you set up various different payment terms as needed. These Payment Terms, along with the dates on Invoices, will determine what due dates will be for your customer's invoices.

Once Payment Terms are added, they can be selected on invoices or made the default term for specific customers.

This article will walk you through the steps to Add or Edit Payment Terms.

Before You Start

Before adding payment terms, please keep this in mind:

• You must have Manager, Admin or Owner level permission to add or edit Payment Terms.

How to Add Payment Terms

Follow these steps to add Payment Terms:

1. Navigate to the Settings page
2. Click the Accounting Tab
3. Click on the Payment Terms tab
4. Click "Add Term."
5. A lightbox will appear
6. Enter in Payment Term Type (Name of the term. i.e. Due On Receipt, Net 30, etc.)
7. Enter in the Days Towards Date Due (Numerical value for how many days towards due date).
8. Click "Add New Term"

How to Edit Payment Terms

Follow these steps to edit Payment Terms:

1. Navigate to the Settings page
2. Click the Accounting Tab
3. Click on the Payment Terms tab
4. Click the dropdown menu arrow for the desired term
5. Select "Edit Term."
6. Make desired changes
7. Click Save