Setting the Correct Billing Terms for Each Customer Before Creating Invoices

Prior to creating invoices, it's important to ensure that each of your customers has the correct Billing Terms set up in their account.

You can set a customer's Billing Terms by going into the Customer Profile, then clicking the edit pencil in the orange box, and clicking an option under Billing Terms.

Billing Term Options are as follows: Cash, Check, Credit Card, Batch Invoice, Prepay, Invoice, and Other.

Follow along as we discuss each of the available options and how they are designed to work.