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Set up your business transaction terms (payment due dates) to match those in your accounting package.

Add a transaction term

  1. In Site Administration > Settings, go to:
    - Clients > Transaction Terms, to set transaction terms for your clients, or
    - Suppliers > Transaction Terms, to set transaction terms for your suppliers.
  2. Click Add Transaction Term.
  3. Enter the transaction term label.
  4. Enter the number of days.
  5. Select the relevant terms from the drop down list.

    Click to enlarge
  6. Save.


Do Not Trade

If you set a client to 'Do Not Trade', you will see:

  • a pop-up warning message, if you try to create a task against that client
  • a 'Do Not Trade' banner, when you open the client card.

This is irrespective of the trading terms label/name.

 

Set a default transaction term

To set a default transaction term that will be used for all new clients and suppliers:

  1. Click the checkbox under the Default heading.
  2. Save.

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Change transaction terms for a particular client

To change the transaction terms for a particular client:

  • go to Office Site > Manage > Clients and select the client you need
  • make a selection from the Terms drop-down list
  • click Save.


Archive a transaction term

To archive a transaction term that is no longer needed:

  1. Click the checkbox under the Archive heading.
  2. Save.

    Click to enlarge


To bring an archived transaction term back into use:

  1. Change the filter at the top right of the window to Archived.
  2. Uncheck the box in the Archive column.

    Click to enlarge
  3. Save.
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