Set the default Invoice Terms for your customers

Steps to set your standard Invoice Terms:

1 Set your Invoice Terms
2 FAQs

Related Help Guide Pages

Learn how to set the standard Invoice Terms for your customer

This guide will show you how to set default Invoice Terms for your customers, whether you want them due a set number of days after the Invoice is generated, or have the due date based on when the customer’s Courses are being run!

This page will walk you through the steps to set your standard Invoice Terms.

Please note

This process is only available to Users with Super Administrator platform access.

Set your Invoice Terms

This step will show you how to outline your ‘Invoice Term Days’ and ‘Invoice Term Date Type’ for your Training Provider

Open the ‘Administration’ menu from the Profile options at the top-right of your platform
Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and Payment settings
Select the Training Provider you wish to set the Invoice Terms for from drop-down menu
You may only have one Provider, the Provider will automatically populate
From the options available, update the 'Invoice Term Days' value
This is the number of days your customer has to pay off any outstanding Invoices
Then select the ‘Invoice Term Type’. You can choose from the following options in the drop-down menu
Press 'Update' at the bottom of the form to save your changes