How do I show payment terms on documents?
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Contents
Summary
This article explains how to show payment terms on documents, essentially invoices and statements.
More Information
It is important to show payment terms on documents such as invoices, and you may wish to vary the terms of payment depending on the type of sale and/or the customer. There are a number of ways to handle this in Platinum.
Static Payment Terms
If your payment terms are the same for all documents and customers, then the text can be added to the Footings on the Print Records that you use for raising the relevant documents.
Variable Payment Terms
If you have payment terms that vary for different customers, you can use the "Analysis Codes" on the customers to define what these need to be. As there are nine separate and distinct "Analysis Codes" available, you could use different ones to reflect the terms that are applied to different types of sale. For example, you could always use the first "Analysis Code" as the payment terms for Stock Control or Sales Order Processing invoices, the second one for Workshop invoices and the third one for Unit Sales documents.
Once you have set these up, the "Description" of the relevant "Analysis Codes" can be used on the appropriate document formats to show the payment terms you wish to apply.
 | This may require modifications to your document formats to show these terms. Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you wish to implement this although this may be chargeable. |
See also
- How do I create analysis codes?
- How do I add header and/or footer text to documents?
- How do I setup a new printer?
