Manage payment conditions (add, edit and delete)

Payment conditions determine the payment term and payment method (transfer or direct debit) per invoice. You can add, edit and delete conditions.

Add a payment condition

1. Go to Settings;

2. Click Add payment condition;
3. Fill in the fields in the dialog:
   • Name — the name of the condition;
   • Days — the number of days for the payment term (0–365);
   • Payment method — choose Bank transfer or Direct debit;
   • Invoice text — optional text that appears on the invoice;
   • Default — tick to pre-select this condition for new invoices;
   • Active — untick to make the condition unavailable on new invoices.
4. Click Add payment condition.

Edit a payment condition

1. Go to Settings;
2. Click the row of the payment condition you want to edit;
3. Adjust the desired fields in the dialog;
4. Click Save.

Delete a payment condition

1. Go to Settings;
2. Click the Actions button at the end of the row;
3. Click Delete;
4. Click Delete in the confirmation dialog.

Invoices that already use a deleted condition remain unchanged.