Where do I go to setup my Payment Terms/Billing Terms?

Modified on Tue, 08 Dec 2015 at 09:18 AM

Setting up Payment Terms and Billing Terms


Payment Terms:

· To set up Payment Terms you must navigate to Accounting-->Customers and click on ‘Terms Setup’ over to the right to bring up the Payment Terms Setup Window. Any            Payment Terms created on this screen will be selectable on both Job Orders and Assignments.




Billing Terms:

· To set up Billing Terms you must navigate to Accounting-->Vendors and click on ‘Terms Setup’ over to the right to bring up the Billing Terms Setup Window. Any Billing Terms created on this screen will be selectable on both Job Orders and Assignments.




Job Orders/Assignments:

You can select both the Payment Terms and Billing Terms within a Job Order or Assignment in the ‘Billing Information’ section:




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