Set custom Invoice Terms for one customer

Steps to set the Invoice Term for a single customer:

Related Help Guide Pages

• Set the default Invoice Terms for your customers

• Invoices Overview

Do you need to offer specific payment terms to one of your customers? You can quickly set custom Invoice Terms for each of your customer Accounts, tailoring the payment schedule to their needs. These custom terms will override and standard Invoice Terms that you have set up, for this customer only.

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Please note, if you would like to set up standard Invoice Terms that apply to all of your customers, please see our dedicated guide Set the default Invoice Terms for your customers .

Follow this page to learn the steps to set custom Invoice Terms.

Set your customer’s Invoice Terms

1. Navigate to ‘Profile, then 'Administration'

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2. Then select the 'Account Finance Options' option

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3. Select the Training Provider you wish to set the Invoice Terms for from drop-down menu

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   You may only have one Provider, the Provider will automatically populate next to the Active Account

4. Select the ‘Options’ tab

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5. This will open additional options

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6. Next Select whether you want to set the terms for an ‘Account Group’, ‘Account’ or ‘User’

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7. Search for the Account Group, Account or User you now want to set the terms for using the search bar
   

8. Once you have selected the Account Group, Account or User you wish to set the Term for, additional options will be come available

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9. Here you can set the Invoice Term Days, the Invoice Term Type and even if a PO is mandatory or not

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10. Once you are happy with the terms set, press 'Update' at the bottom of the form

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