Payment Terms Template

Payment Terms Template allows you to club multiple payment terms together and fetch in transactions.

However in SGBCZ we will use use payment terms template to highlight what Payment terms are applicable to the customer through the offer.

After creation, the Payment Terms Template, this can be set in Customer Group or can be set to a specific Customer. On selecting the Customer in a transaction, the Payment Terms Template will be fetched automatically into the transaction.

To access the Payment Terms Template, go to:

Home > Offer > Setup > Payment Terms Template

1. How to create a Payment Terms Template

1. From the Payment Terms Template List click Add Payment Terms Template
2. In the New form Give the template a Name eg: 50% Prepayment
3. In the Payment Terms table row 1, enter 100 for the Invoice portion (%)
4. enter the desired credit days and save.
5. 

2. How to Use Payment Terms Template

1. To Apply a Payment Terms Template for a Country you need to assign the Default Payment Terms Template in the respective Customer Group. For eg, All Customers from Germany to have the Payment Terms Template "50% Prepayment" applied in the offer, assign the default Payment Terms Template in the Customer Group "Germany"
2. To Apply a Payment Terms Template to for a specific Customer, go to the Accounting tab and select the Payment Terms Template in the Default Payment Terms Template field.

3. Related Topics

1. Customer Group
2. Terms And Condition