Creating Payment Terms in B2B

Creating terms

To create payment terms in wholesale, follow the steps below:

  1. Click 'SETUP' in the Wholesale section of the top menu.
  2. Click 'TERMS'
  3. Click '+TERM' in the upper-right corner and you will be redirected to this view:
  4. Enter the following information:

    • Term Name - Name your payment term.

      If you have an integration with for example Fortnox where you sync invoices to, make sure you use the exact same Term name here as "kod" in Fortnox

    • Type - Choose whether it will be a payment or a shipping term
    • Default - Choose if the term is default or not
    • Customer Selectable - Choose whether the term should be selectable for customers or not
    • Due day - If the term is a payment term, enter how many due days it will have
  5. Click 'SAVE' in the bottom- or upper-right corner.

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