How do I add custom Payment Terms to purchase orders?

Payment Terms can be added and stored at the Team-level within the platform. To save custom payment terms that you’ve set up with your supplier into the system, follow the instructions below.

Note: This feature is available for Professional and Enterprise plans.

Option 1: Team Settings Page

1. When logged into the platform, click your Avatar on the top right.
2. Click on Company/Team Settings > Team Name.
3. Click Orders tab > Payments dropdown.
   
4. Click Add Payment Term.
   
   
5. Fill in the Payment Term Name and add any necessary Installation(s) with their respective due date(s) and trigger event(s).
   
6. Click the Add button. Going forward, this Payment Term will appear as an option for Payment Terms when you create a new purchase order form when you create a new purchase order.

Option 2: Purchase Order Field

1. When logged into the platform, create a new purchase order.
2. When you are prompted with the Payment Terms field, click the dropdown menu and click the Create payment term link.
   
   
3. Fill in the Payment Term Name and add any necessary Installation(s) with their respective due date(s) and trigger event(s).
   
   

Click the Add button. Going forward, this Payment Term will appear in your Team Settings as a saved Payment Term and on your purchase order form when you create a new purchase order.