Overview

To provide greater billing flexibility, the system supports split payment terms. This ensures that Commercial accounts can operate on different credit cycles than Residential/Standard accounts without requiring manual overrides on every invoice.


Configuration Steps

1. Accessing Global Settings

Navigate to the Global Settings page and locate the Invoice Settings section.

2. Updating Residential/Standard Terms

The previous "Payment Terms" field has been rebranded.

  • New Label: Residential/Standard Payment Terms

  • Function: This remains the default setting for all accounts unless a commercial override is specified.


Enabling Commercial Overrides

To set unique terms for your business clients:

  1. Locate the checkbox labeled "Set different payment terms for Commercial customers" directly beneath the standard terms.

  2. Check the box to reveal a secondary dropdown menu.

  3. Select the desired terms from the dropdown. These options mirror your existing global term list (e.g., Net 15, Net 30, Due on Receipt).

  4. IMPORTANT: If the checkbox is unchecked, the system will default all customers (including Commercial) to the "Residential/Standard Payment Terms."



Impacted System Areas

Once these settings are saved, the system automatically applies the logic to any customer account flagged with the "Commercial" customer type. The following features are affected:

Invoice Due Dates

All generated invoice versions (PDF, Web, and Mobile view) will dynamically calculate the Due Date based on the specific terms assigned to that customer type.

Automated Past Due Reminders

The automated payment reminder feature will check the customer type before triggering notifications.

  • Commercial accounts will receive reminders based on the Commercial global setting.

  • Residential accounts will continue to follow the Standard global setting.