Setting up payment information

Payment terms & conditions are used to specify the time period for which your quotes are valid and the time duration by which your customers are required to pay an invoice. The duration that you select here is shown as the payment terms on the quote and invoice and is also used to calculate the due date shown on a quote or invoice.

Note:

The terms that you specify here act as the default terms for the hipages tradiecore app. You can change the payment terms on a per-invoice basis if needed, on the invoice screen. For more information, see Creating a new invoice

To specify payment terms,

1. Select Profile → My Business → Quotes & Invoices Settings.

   The Quotes & Invoices Settings is displayed.

   

2. Select Quotes from the Terms & Conditions section, to define terms and conditions for a quote.

   The Quotes Terms & Conditions screen is displayed.

   

3. Enter the terms and conditions you want, that are applicable to a quote and select Add new.

4. Select Invoices from the Terms & Conditions section, to define terms and conditions for an invoice.

   The Invoices Terms & Conditions screen is displayed.

   

5. Enter the terms and conditions you want, that are applicable to an invoice and select Add new.