Admin Setup - Payment Terms

Overview

This screen can be used to create and maintain the set of Payment Terms that will be available for use in your system.  The payment terms defined on this screen are available for use when defining project specific invoice settings via the Project >> Billing >> Invoice screen as well as available for use with Vendor Invoices and Customer Payments.  Those payment terms having an Active status will be available for use when adding or updating the project settings or overriding values on a draft invoice.   The number of Days specified are used in calculating an invoice due date.

Roles

This screen is available to users having the Administrator role.

License

This screen is available with the Project Tracking, Project Portfolio, and Project Financials family of Unanet licenses.

Topics covered on this help page include:

• Example screen

• Field Descriptions

You may also be interested in:

• Billing > Instructional Guide    (search for this topic in the Knowledge Center)

• Project >> Invoice Setup    (for more information about specifying payment terms for a specific project)

• Payment Terms Setup - Knowledge Center Topic (search for this topic in the Knowledge Center)

Example Payment Terms maintenance screen:

Field Descriptions (click on a link below for additional information):