Create Estimate Payment Terms

To create reusable payment terms to specify standard payment durations:

1. From the App Launcher, go to the Estimate Payment Terms tab.
2. Click New.
3. Enter a name for the payment terms.

4. Select a payment terms method:

   • Custom Days Offset: Offset by a specific number of days.
   • End of Next Month: Due at the end of the month.
   • End of 2 Months: Due at the end of two months.
   • End of 3 Months: Due at the end of three months.
5. If Custom Days Offset is selected, enter the Fixed Offset Payment Days. You cannot enter negative or decimal values. If you selected any other method, leave this field blank.
6. Click Save.

Note:

You cannot enter a negative or decimal value for offset days to ensure that the expected payment date is not before the invoice date.