Set invoice payment terms

Overview

Payment terms determine when an invoice is due. Fieldified can apply different defaults to residential and commercial clients, use a specific term for an individual client, and override the term on one invoice.

When an invoice is created, the applicable term calculates its due date automatically.

Set up payment terms in your settings

Open Settings, select Work settings, then locate Invoices and Payment terms.

Standard terms include:

• Due upon receipt.
• Net 7.
• Net 15.
• Net 30.
• Net 45.
• Net 60.
• End of the month.
• End of next month.

This settings area controls:

• Residential default.
• Commercial default.
• Saved term names.
• Number of days before payment is due.

The residential and commercial labels are internal and do not appear on client invoices.

Add a term

1. Select Add term.
2. Enter the term name.
3. Enter the number of days until payment is due.
4. Select Save.

Rename a term

1. Open the three-dot menu beside the term.
2. Select Edit.
3. Enter the new name.
4. Select Save.

Delete a term

1. Open the three-dot menu beside the term.
2. Select Delete.
3. Confirm the deletion.

Due upon receipt, End of the month, and End of next month remain available as core terms. Their names and calculation rules stay fixed.

When a deleted term was being used as a default, Fieldified changes that default to Due upon receipt.

How are payment terms applied to invoices?

Fieldified applies terms in this order:

1. The individual client’s payment term.
2. The default for the client’s residential or commercial type.

The resolved term can still be changed on an individual invoice.

Set up default payment terms for residential clients

The residential default applies to residential clients and clients without a specified type.

1. Open Settings.
2. Select Work settings.
3. Locate Payment terms.
4. Open Residential default.
5. Select the term.
6. Select Update settings.

Set up default payment terms for commercial clients

The commercial default applies to clients configured as companies.

1. Open Settings.
2. Select Work settings.
3. Locate Payment terms.
4. Open Commercial default.
5. Select the term.
6. Select Update settings.

Set payment terms for individual clients

A client-specific term overrides the residential or commercial default for that client.

1. Open Clients.
2. Select the client.
3. Edit the client details.
4. Under Payment terms, select the term.
5. Select Save.

When a specific term is selected, the dropdown displays that term, such as Net 60.

When the client inherits an account default, the dropdown identifies the source and resolved term, such as Account default (Net 30).

To remove the client override:

1. Edit the client’s payment terms.
2. Select Residential default or Commercial default.
3. Save the client.

The active payment term also appears on the client overview.

Keep client terms up to date from an invoice

When changing payment terms while creating or editing an invoice, Fieldified can save the selected term as the client’s new default.

• Select the update-client option when the term reflects an ongoing agreement.
• Leave it cleared when the term applies only to the current invoice.

Always review the calculated due date before delivering the invoice because invoice status and reminders use that date.

See Invoice reminders for due-date-based follow-up.