How Do I Set Up Custom Invoice Terms?

See Also

 

ArchiOffice comes with a set  of default payment terms for you to use for invoicing, but you are not limited to these. The following information shows how you can create your own payment terms to suit your firm’s specific needs.

Create Your Own Terms

Do the following to set your own invoice terms:

  1. Select Preferences from the master drop-down list.

  2. Open the Contact folder and click Defaults.

  3. Select Terms from the Default type drop-down list.

  4. Enter a payment term in the last row and click Save.

Apply Terms to an Invoice

To apply your new term to an invoice:

  1. Open a project and go to Projects > Billing.

  2. Select Options from the drop-down list on the Billing button panel.

  3. Click the Interest tab at the bottom of the page and select the new payment term you added in Preferences to apply it to the invoice.

Set the Defaults

If you want all future projects  to have the new term you set up when generating invoices, do the following:

  1. Select Preferences from the master drop-down list.

  2. Open the Billing folder and click Defaults.

  3. Select the new term from the Payment Terms drop-down list. This change only applies to future projects added to ArchiOffice. It will not update your existing projects.

  4. Click Save.