Easily add common payment terms with just a few clicks instead of typing the text manually each time.

You will need security permission to add or edit Payment Terms, but not to use them on Work Orders.

What you'll find:

Adding WO Payment Terms

You can add multiple WO payment terms in agrē.

To add a payment term

Navigate to Accounts Receivable > Manage > Work Order Payment Terms.
The Manage Work Order Payment Terms window opens.

In the Payment Term column, enter a payment term.
Each payment term can be up to 100 characters.

Ensure the Active box remains checked.

Click Save.

Editing WO Payment Terms

You can edit any of your existing WO Payment Terms at any time.

Editing a PO payment term will affect new purchase orders only; payment terms on existing work orders will remain as entered.

To edit a payment term

Navigate to Accounts Receivable > Manage > Work Order Payment Terms.
The Manage Work Order Payment Terms window opens.

In the Payment Term column, change the text.

Click Save.

Deactivating WO Payment Terms

If you'd like to set up a WO payment term in advance, you can create it and leave it deactivated it until you need it. Or perhaps you have seasonal WO payment terms that should not be used at other times of the year - deactivate them when they're not needed.

Deactivating a WO Payment Term will affect new work orders only; the payment term on existing work orders will remain as entered.

To deactivate a payment term

Navigate to Accounts Receivable > Manage > Work Order Payment Terms.
The Manage Work Order Payment Terms window opens.

Select the WO Payment Term to deactivate.

In the Active column, uncheck the box.

Click Save.

Removing WO Payment Terms

Removing a WO Payment Term deletes it from the database so it cannot be used again.

Removing a WO Payment Term will affect new work orders only; the payment term on existing work orders will remain as entered.

To remove a payment term

Navigate to Accounts Receivable > Manage > Work Order Payment Terms.
The Manage Work Order Payment Terms window opens.

Select the WO Payment Term to remove.

Click Remove Payment Term.

Click Yes to confirm the removal.
The payment term is removed.

Click Save.