How the Customer Payment Terms Add-on Works

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Customer Payment Terms enables you to have different payment terms for each client in ServiceM8.

Turn on the Customer Payment Terms add-on in Settings > ServiceM8 Add-ons

Turn on the Customer Payment Terms add-on in Settings > ServiceM8 Add-ons

Go to the Clients area and open a client card

Go to the Clients area and open a client card

When Payment Terms is activated, you'll see a new field on the Billing Details tab of the Client Card. Select an option to apply the payment terms to the selected Client.

"Prepaid" and "C.O.D." options are equivalent to 0 days.

Tip: Any clients without a specific Payment Terms option selected will use your account's default Payment Terms configured in Settings > Preferences > Invoicing.

When you produce an invoice for a client, the invoice's Due Date is set according to the client's Payment Terms

When you produce an invoice for a client, the invoice's Due Date is set according to the client's Payment Terms

Tip: The payment due date is calculated from the date the job was Completed.

You can also display the Payment Terms instead of the Due Date on your invoices

If you would prefer to display the terms rather than the due date (e.g. show "Payment Terms: Prepaid" instead of "Due Date: 12/09/2016"), you can customise your invoice template to accomplish this. You'll need to insert a merge field into your MS Word docx template with the field code {company.customfield_payment_terms}.

See this help article for information on how to customise your templates.

How Customer Payment Terms syncs with accounting packages

  • Due Dates calculated for each invoice using client-specific payment terms will sync to your accounting package. The Due Date for each invoice will match in both ServiceM8 and your connected accounting package. (Note: excludes QuickBooks Online at this time)
  • If you select client-specific Payment Terms in your accounting package, these will not sync to ServiceM8.
  • Customer Payment Terms applied to clients in ServiceM8 will not sync to the client database of your connected accounting package.
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