To add the sales payment terms type, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.
In the create form, only the Description field and payments distribution by stages are required. The ‘Description’ that you enter will be displayed in the system interface and in the drop-down lists. There can be any number of payment stages. The most important thing is that you should distribute exactly 100% of the payment amount among them. Otherwise you won't be able to save the payment terms type. You should select a type for each stage:
- - ‘Prepayment’ means that the client should pay the specified part of the total payment amount for the specified number of days before the goods are shipped. If you would like to block the client's ability to order goods on security of the order before the prepayment, please enable the Block Supplying option. If you would like to block shipping goods for this order before the prepayment, please enable the Block Shipping option.
- - ‘Payment on Delivery’ means that the client should pay the specified part of the total payment amount when the goods are shipped.
- - ‘Credit’ means that the client should pay the specified part of the total payment amount within the specified number of days after the goods have been shipped.
Sales Payment Terms Type (create) form
If the sales payment terms type is a part of a certain group, please specify it in the Folder field (to open the catalog for selection, click the ‘Show all’ hyperlink in the drop-down list). If the necessary folder has not been added yet, you can create it by pressing the ‘Create Group’ on the toolbar of the displayed catalog or by pressing the button in the same drop-down list.
Cash Type determines how the client will pay you: cash or non-cash. The ‘Unknown’ option is selected by default. If you do not know the answer to this question or you do not want to specify it, you may leave the default value.
After completing the form, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be edited.