A Payment Term is the length of time by which your customers have agreed to pay you for services rendered. The payment terms you define here can be selected on a customer's Detail Tab and will be displayed on the Invoice report and in the Billing Center. For now, this field is for informational purposes only.
Adding Payment Terms
Editing Payment Terms
Deleting Payment Terms
Select Tools > Lists > Payment Terms. The Payment Terms dialog box appears.
Click Add. A new payment line appears.
The Active check box is selected by default. Deselect it if you do not want the payment term to appear in ServiceCEO.
Type a name for the payment term in the Payment Term field.
Type a brief description of the payment term in the Description field.
Repeat steps 2-5 to add additional payment terms.
Click OK.
Select Tools > Lists > Payment Terms or press SHIFT+CTRL+F8. The Payment Terms dialog box appears.
Select the payment term you want to edit.
Edit the appropriate fields.
Click OK.
You cannot delete payment terms that are selected on a customer's Detail tab. You can, however, deactivate the term, meaning that customers that currently use the payment term will keep it, but that new customers will not be able to use this payment term moving forward.
Select Tools > Lists > Payment Terms or press SHIFT+CTRL+F8. The Payment Terms dialog box appears.
Select the payment term you want to delete.
Click Delete. A Confirmation dialog box appears.
Click Yes. The payment term is removed from the dialog box.
Repeat steps 2-4 to delete additional payment terms.
Click OK.
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