For orders placed in Maryland, Texas, and Nevada, a new Dynamic Payment Term option exists. The dynamic due date is based on the order's delivery date.
To create alternate payment terms
- Click on My Account in the top right-hand corner
- Click on the red Manage link on the left-hand side
- Click on the red Create a Payment Term link on the left-hand side
- Provide a Name (this will print on the invoice if your organization includes Payment Terms on the invoice)
- Select the Dynamic Payment Term option
- Click the blue Save button
This dynamic term can be assigned to an account or selected manually on an order.
To add an account-specific term to an account
- Navigate to the Accounts page
- Click into the account you wish to add account-specific payment terms for
- On the left-hand side, under the account name, click on the red Edit Account link
- Scroll down to the Invoicing/Delivery section and select a payment term from the drop-down menu (your administrator must input payment terms to show up in this drop-down)
- Scroll to the bottom and click the blue Save button