How to use the customer payment terms add-on

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The Payment terms add-on allows you to have different payment terms for each customer.

To check if it's already activated on your account:

Go to Settings

Go to Settings

Click ServiceM8 Add-ons

Click ServiceM8 Add-ons

From the ServiceM8 Add-ons page, scroll down until you find the Customer Payment Terms add-on.

From the ServiceM8 Add-ons page, scroll down until you find the Customer Payment Terms add-on.

Note: If you cannot find this add-on then you will need to send an email to support@servicem8.com to activate it for you.

Now, go to the Clients page and select a customer that you would like to apply type of payment terms.

 

Click Open Client to modify it

Click Open Client to modify it

Click the Custom Fields and select from the Payment Terms' drop-down list then save it.

Click the Custom Fields and select from the Payment Terms' drop-down list then save it.

Now, open your invoice document template and modify it by adding this field  {company.customfield_payment_terms}.

You will need to replace the payment terms field on your invoices with {company.customfield_payment_terms}.

You will need to replace the payment terms field on your invoices with {company.customfield_payment_terms}.

Next time you run an invoice it will now show the payment terms that you have set for each customer/client.

Next time you run an invoice it will now show the payment terms that you have set for each customer/client.
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