Purchase order payment terms

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

1. Team Settings Page
2. Issuing a purchase order
3. Store within the supplier details
4. Editing or deleting a payment term

Team Settings Page

1. 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.

Issuing a purchase order

1.  Issue 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).
4. Click ADD
   

Store within the supplier details

When establishing a new supplier, you have the option to default payment terms into their profile. To edit the supplier:

1. Use global search to find the Supplier Or click on the Suppliers base view.
2. Click on the Supplier you wish to add or view a file for.
3. You will land on the Supplier Detail Page.
4. Click edit next to Supplier and scroll down to the Extra Info box 
   • Locate Default Payment Term and click the dropdown
5. Use an established payment term or Create New

Editing or deleting a payment term

If you need to edit or delete, follow the steps above to locate the payment term, click on the overflow menu, and then select either Edit or Delete.