How To: Add Payment Terms to a Company in TapGoods PRO
In Company Details, you can add Payment Terms to the Company. Payment Terms can be added to any Company in TapGoods PRO, but it is important to note that for TapGoods PRO subscribers of Select and below, Payment Terms are simply a notation on an Order and that Payment Terms must be tracked outside of TapGoods PRO. For Premier subscribers, you will be able to utilize Advanced Accounting for Payment Terms.
To add Payment Terms to a Company, navigate to the Companies page, which is located under the Contacts panel of the system dashboard.
To add a Payment Term to a Company, follow the steps listed below.
- Click on a Company.
- Click on the dropdown arrow next to Payment Limits, Terms, Invoice Dates & Statements Info.
- Under Payment Terms, click Add New Term.
- In Select Payment Term, click on a Payment Term.
**Note: Payment Terms must be set up in Order Settings before adding Payment Terms to a Company.**
Once a Payment Term has been applied to a Company, the Payment Terms field in the Order Form will automatically convert to the default Payment Term attached to the Company. This will NOT impact previously created Orders.
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