Payment Terms are stored at the Team-level within the platform. To edit the custom payment terms that are appearing on your purchase orders, follow the instructions below.
Note: You must be a Team or Company Admin on a Professional or Enterprise plan to perform the following steps.
- When logged into the platform, click your Avatar on the top right.
- Click on Company/Team Settings > Team Name.
- Click Orders tab > Payments dropdown.
- Locate the Payment Term Name you wish to edit or delete.
- Click on the 3 dots icon on the right.
- Click Edit or Delete.
Note: If you Edit a Payment Term, the updated Payment Term will go in effect for future purchase orders. Any previous purchase orders that used this Payment Term will not be affected.