Setting payment terms in Organizations and Contacts
Setting payment terms in Organizations and Contacts
Overview
This module explains how to set and manage payment terms for organizations and how those terms are automatically applied to new contacts within that organization—ensuring consistency in billing and invoicing practices.
1. Purpose of Setting Payment Terms
Setting payment terms at the organization level helps:
Enforce consistent payment rules for all related contacts
Automate billing preferences and reduce manual errors
Ensure alignment between sales, finance, and customer expectations
2. Adding or Editing Payment Terms in an Organization
Step-by-Step Instructions:
Go to Sales > Organizations
Click into the organization you want to edit
Scroll to the Payment Terms section
Here you can define:
Invoice Delivery Method (Email, Print, etc.)
Invoice Frequency (One-time, Weekly, Monthly)
Credit Limit
Default Payment Terms (e.g., Net 30, Due on Receipt)
Other Custom Details as needed
Click Save after entering or updating this information
3. Creating a New Contact Within an Organization
When creating a contact within an existing organization:
Click Add New Contact on the organization’s page
The new contact screen will open
All payment-related fields will auto-fill using the organization’s settings:
Invoice method
Terms
Credit limit
Frequency
This promotes consistency across all contacts tied to that organization.
4. Overriding Defaults at the Contact Level
If needed, you can customize payment settings per contact:
On the contact screen, adjust:
Payment terms
Invoice method
Credit limit
Click Save
This allows for exceptions where specific contacts within an organization have unique billing arrangements (e.g., different departments, locations).
5. Why This Matters
Consistent and correct payment settings help:
Improve collections and cash flow
Minimize invoice errors
Keep customer expectations aligned with internal processes
Best Practices
Set payment defaults at the organization level first
Avoid unnecessary overrides at the contact level unless clearly justified
Review organization settings annually or when major client agreements change
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