Set-up
Tudodesk back-office
Mac or PC
What's this for?
How to set-up the default payment terms assigned to new jobs, invoices, and estimates.
What you should know
You can assign a default payment term that we show on Jobs, Invoices, and Estimates.
You can override the default payment term at the customer or document level.
Payment terms are displayed on your paper-work so your customers can see them. You can edit this using the template editor.
Steps:
Go to the settings area.
Scroll down to the Payment terms section.
Select the payment term that best fits your terms of business (see options below).
Click Save.
Options:
Due on receipt
PIA (Payment in advance / proforma)
COD (Cash on delivery)
NET 7
NET 10
NET 30
NET 60
NET 90
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