Apply Payment Terms to New Customer

Note: Payment Terms are set at the Customer level, not at the individual Subscription level.

Steps:

1. Navigate to Menu > Customer Accounts.
2. Select a specific Customer.
3. Click Edit from the More menu on the Customer view page.
4. In the Payment Information section, select an option from the Payment Term drop-down menu.
   • Edit the Payment Term detail of an existing Customer as needed.
   • If required, Payment Terms can also be applied to a specific Subscription, as opposed to applying to all of a Customer’s Subscriptions.

   • Auto-Pay must be enabled within the Customer account, even if no electronic payments are stored in order for payments to auto-apply to invoices.

 5. Save when finished.