This article explains how to add Payment Terms, referred to as Invoice Terms, on invoices. These need to be set up for each location separately.
Staff can also have their own Invoice Terms, which override any terms set on the Location level, and is particularly handy when invoicing for contractors.
Setting up Invoice Terms for Locations
1. Go to Setup.
2. Click Locations under Practice.
3. Click on the appropriate Location.
4. Enter the terms that will show on invoices in the Terms section under Invoices at the bottom right of the page.
5. Click Save Changes.
6. Invoice Terms will be added at the bottom of the invoice. These can be viewed in the invoice preview window by clicking Print/Email.
Setting up Invoice Terms for Staff
Important!
If Invoice Terms are being used by Staff members, this field will override any Invoice Terms in the Location setup.
1. Go to Setup.
2. Click Staff under Users.
3. Click on the appropriate Staff Member.
4. Enter the terms that will show on invoices in the Terms section under Invoices at the bottom right of the page.
Hot Tips
If the Invoice Terms do not show on the invoice, log out and back into Nookal. This will update the changes. Invoice Terms will be added to all invoices (printed or emailed), even if they have been generated before the Invoice Terms were added.