Invoice and Payment Settings
This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.
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To set up the Invoice and Payment settings for a customer, follow these steps:
- Navigate to Customers.
- Select a customer from the list.Â
- Click Settings and then Edit. Â
- Click Yes, Continue on the popup window and then select Invoice and Payment Settings.
Invoice Numbering Settings: This refers to the format of the invoice numbers. You can set this on an organizational level or for a specific customer. To know more about Invoice numbering settings, read our article on Invoice Numbering Settings
Payment Type: You can choose whether to allow the customer to pay via debit/credit card or ACH. If none are toggled on, the customer will need to call to make payments.
Payment Term: Indicate the number of days as payment terms.
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