A new + New Payment Term button is now available directly on the invoice creation page, allowing you to add custom payment terms without navigating away. Follow the steps below to seamlessly create and apply new payment terms.
Steps to Create a New Payment Term
Step 1: Navigate to Income
->Invoices
to access the invoicing module.
Step 2: Click on the + New Invoice
button to begin creating a new invoice.
Step 3: Navigate the Payment Term field, click the + New Payment Term
button.
A new Payment Term modal will pop up
Step 3: Fill out the Payment Term Information
- Name: Enter a descriptive name for the payment term (e.g., "Net 30" or "Due on Receipt").
- Term Days: Specify the number of days from the invoice date when payment is due (e.g., 30 days, 60 days).
Optional: If you’d like this payment term to automatically apply when creating new client profiles, check the box labeled Use as Default. You can always manually change the payment term for specific clients later.
Step 4: Save the Payment Term
Once you’ve filled in the details, clickSave
.
Success!
A confirmation prompt will appear, confirming that the payment term has been successfully created.
Ready to send your first branded invoice? Follow our guide to generating and emailing your invoices.
Need Help?
If you need further assistance or have any questions during the process, feel free to contact our support team at support@fynloapps.com.
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