Save time and keep your invoices consistent with just a few clicks.
In Fynlo, a default payment term is automatically applied to every new invoice you create, saving you time and ensuring consistency. You can set a default term in one of two simple ways, either during the creation of a new term or by selecting an existing one.
Method 1: Set a Default When Creating a New Term
If you’d like to make a new payment term your default, you can do so directly from the creation form.
From the Payment Terms page, click + New Payment Term.
In the pop-up window, enter the Name and Term Days for your new term.
Check the box labeled Use as Default.
Click Save.
Your new payment term will now be created and automatically set as the default for all future invoices.
Method 2: Set a Default for an Existing Term
If you already have an existing payment term you’d like to set as the default:
Go to the Payment Terms page.
Locate the term you want to set as the default.
In the Is Default column, find the gray checkmark icon.
Click the checkmark — it will turn green.
This means the selected payment term is now your default. It will override any previous setting, and all new invoices will automatically use this term.
✅ Tip: You can only have one default payment term at a time, but you can update or switch it anytime you need.