This catalog stores the terms types that you use to sell goods to clients: total amount by payments and due dates. We have included this feature for you to see the receivables for each client due to your entity at any moment of time by each contract and document.

To access the catalog, go to the ‘Sales’ section (see figure below).

The schematic showing how to access the ‘Sales Payment Terms Types’ catalog

By default there is only sales payment terms type (the receivables for it are calculated from the moment the good is shipped). It is editable. To edit a term type, double-click the line with its name or click the line and press the ‘More’ button located in the right toolbar. Then select ‘Edit’ from the drop-down list. You can right-click the line instead of pressing the ‘More’ button. To learn more about editing, see par. Create and edit sales payment terms types.

As the list is filled and for convenience of work, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.

The hierarchy structure is built using the Create Group button on the catalog toolbar. The number of dependency levels is unlimited. To create a group, enter its description. If the created group is part of another group, please specify the parent group in the Folder field (see figure below).

Sales Payment Terms Types (create folder) form

You can allocate the items in the folders by dragging (in the same way as in desktop and mobile operating systems: select the item, press and hold the mouse button and drag it to the required folder) and by editing (in the create and edit sales payment terms types form, specify the folder where you want to move this item to).

See also