Net Terms enables you to set time limits, credit limits, and put customized language in the checkout to help an account remember what is specifically allowed.
Learn More about Net Terms Features, Payments and Statements
These CSV column headers below may be added to your main Accounts import spreadsheet.
Net Terms values should be lower case with no spaces: net10, net15, net30, net60, net90.
You will be given the option to View or Save a Copy of the template. We recommend saving a copy.
The Template will have 2 Tabs:
- Guide - This tab will provide requirements and tips for each column in the template.
- Blank Template - This tab will only contain the column headers for you to copy/paste your data into.
You can create custom terms for your customers using Net %/X NetY. These headers are used to set the terms:
- Term Days -
- Discount Days -
- Discount Amount % -
- Late Fee % -
You may update Accounts' Net Terms from the Accounts list using Bulk Actions.
Navigate to Customers > Accounts > Bulk Actions > Update Net Terms
Select the Accounts you would like to update. Set the terms, Credit Limit and Term Details. Term Details set here will override the global Term Details in Web Settings > Customer Settings > Net Terms.
Updated 20 days ago