Payment terms

SECURITY  Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Finance, Accounting & Invoicing > Payment Terms

Payment terms ("Net 30", "Due on Receipt") are used on Autotask quotes and invoices, and can be exported to external accounting applications. On the Payment Terms page, you can view, add and edit all payment terms that will be available in your instance of Autotask.

To open the page, use the path(s) in the Security and navigation section above.

You can do the following:

  1. Use the context menu to edit, activate/inactivate, or delete payment terms.
  2. To add new payment terms, click New and enter a Name.
  3. Enter the number of days the customer has to pay in the Payment Due In (Days) field. This number will be appended to the invoice date when processing invoices, to generate a due date on the invoice.

NOTE  You cannot assign payment terms directly to a customer, but you can select them on invoice templates, and then associate an invoice template with each customer. Refer to Editing invoice template properties.

Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Activate/Inactivate, Activate/Inactivate [Entity Name]

New options are active by default.

  • When an option is inactivated, it is no longer available for use, but existing associations with other entities remain in place and in effect.
  • You will be unable to inactivate an option that is referenced elsewhere.

NOTE  Sometimes, the association that prevents inactivation is not obvious. For example, to inactivate a ticket status associated with Incoming Email Processing, you must select a different one first.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.