Payment Terms
The list of payment terms that can be assigned to contact types, and also used when importing actual contacts into Jobman, are listed below:
- OFFOLLOWINGMONTH - day(s) after bill month
- DAYSAFTERBILLDATE - day(s) after bill date
- DAYSAFTERBILLMONTH - of the following month
- OFCURRENTMONTH - of the current month
Payment Terms are able to be set under your Accounting Settings for invoices and purchase orders. Payment Terms are also able to be set under Contact Type Settings if these differ for different clients.
Adding a Payment Term to a Contact Type
To add a payment term to a contact type, under 'Settings' on your user menu on the left hand side of your Jobman, find and click 'Contacts' then 'Types'.
- Find and open the Contact Type and click 'Update'.
- Update the Bills Due and Invoices due by entering the number of days and choosing the terms from the dropdown provided.
- Save Changes!
Please Note: if any of these are left blank, the fallback default settings will apply.
Default Invoice Payment Terms
To add your default payment terms for purchase orders and invoices, go to 'Settings' on your user menu on the left hand side of your Jobman, find and click 'Accounting' then 'Payment Terms'.
Click 'Update' and enter your terms and make sure to 'Save Changes'.
Tip: For more information on discounts click here.