Set up your business transaction terms (payment due dates) to match those in your accounting package. Transaction terms autopopulate the Due Date displayed on invoices (for Clients), and for Purchase Orders and Bills (for Suppliers).
A range of default transaction terms are included with AroFlo or set up in Site Administration. If you need additional transaction terms, please contact your site administrator.
Add a transaction term
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.
The Transaction Terms list is the same for both clients and suppliers.
Click Add Transaction Term.
Enter the transaction term label.
Enter the number of days.
For example: Entering "30" will set all invoices / quote dates to be auto-calculated date of 30 days from date of invoice/quote.
Auto-calculation will also cross months, with the correct date.
Select the relevant terms from the dropdown list.
Tick 'Show Banner' if you want the transaction terms to display in certain areas of AroFlo Office and select a Banner Colour using the colour picker.