How Can I Extend Terms to Customers?

Owned by Barry Carr
Last updated: Aug 13, 2017
1 min read

Here you will learn how to extend terms to customers.

Step-by-step guide

  1. Terms allows the client to place orders without payment and without an override code. Their sales are tracked in your Unpaid Report you can set Net 7, 15, 20, 30, 45 and 90 day terms.

  2. Credit limit is the amount the client on terms can spend within the allotted net timeline. So if you give Net 30 with a $10,000 spending limit they can spend $10,000 within 30 days. The system will not let them exceed their spending limit or place orders if their account goes past due



  • Here you can add terms to an account

  • Terms allows the client to place orders without payment and without an override code.

  • You can set Net 7, 15, 20, 30, 45 and 90 day terms.

  • Credit limit is the amount the client on terms can spend within the allotted net timeline.

  • So if you give Net 30 with a $10,000 spending limit they can spend $10,000 within 30 days.

  • The system will not let them exceed their spending limit or place orders if their account goes past due.

  • All sales from contacts on terms is tracked through your Un-Paid report which can be found here on your home page



Related articles