How to: Create a new Payment Term

  1. Navigate to Settings -> Configuration -> Payment Terms
  2. Click the "Add Payment Terms" button on the top of the Payment Terms grid.
  3. Fill-in as much information as you have available.
    1. All fields marked with an asterisk (*) are required.
    2. The "COD" checkbox stands for "Cash on Delivery" and will remove the ability to set due date and discount options.
  4. Click the "Update" button to save the record.

For more information, see our Knowledgebase article on Payment Terms.