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Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Set System Data > Payment Terms
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Getting Started Company Information Definition Add New Company Open Company Update Company Delete Company Add Company Logo Remove Company Logo Set System Data Default Document Setting Payment Terms Inventory Category Tax Reference Code Email Format Setup Email Server Personal Preference Inventory Database Definition Add new Inventory Update Inventory Delete Inventory Add Inventory Photo Remove Inventory Photo Import Inventory Export Inventory Customer Database Definition Add new Customer Update Customer Delete Customer Add Customer Photo Remove Customer Photo Import Customer Export Customer Sales Person Database Definition Add new Sales Person Update Sales Person Delete Sales Person Add Sales Person Photo Remove Sales Person Photo Add Sales Person Signature Remove Sales Person Signature Import Sales Person Export Sales Person Quotation Definition Draft Quotation Generate Quotation Update Quotation Delete Quotation Duplicate Quotation Customize Template Invoice Definition Draft Invoice Generate Invoice Update Invoice Delete Invoice Duplicate Invoice Import From Quotation Generate Delivery Note Receive Payment Recurring Invoice Customize Template Credit Note Definition Draft Credit Note Generate Credit Note Update Credit Note Delete Credit Note Duplicate Credit Note Import From Invoice Customize Template Security Set Password Data Backup |
Payment TermsXin Invoice 3.0 allows you set unlimited Payment Terms. By default Xin Invoice 3.0 create Payment Terms COD(Cash on Delivery), 7, 30, 60 and 90 Days. Each customer can set to have a default Payment Terms.1. In Xin Invoice 3.0 program, click on "Setting" tab. On the top menu, click "Payment Terms" button.  2. By default Xin Invoice 3.0 create Payment Terms COD(Cash on Delivery), 7, 30, 60 and 90 Days.  3. Now, click on "Delete" button beside "7 Days", then click "Save" button on the top menu to delete 7 days Payment Terms.  4. At the last row, add the following, and click button "Save": Days : 3 Description : 3 Days  5. Next, lets create a Customer. Go to "Customer" tab, click button "New" on the top menu.  6. Enter "Customer A" for Customer Name, then select "3 Days" under Payment Terms. Click button "Save"  7. Now you've set a default "3 Days" Payment Terms to Customer A. 8. To see how it works on Invoice, go to Invoice tab. Click on "Create New" under "New" button in Invoice Database form.  9. In the Invoice input form, select "Customer A" for Customer column. You will notice Payment Terms will be auto populated with "3 Days" because Customer A has a default Payment Terms "3 Days". Also, the "Due By" date will be auto set to 3 days after Invoice Date.  10. Enter the following for Invoice item, click button "Save": Item Code : [leave blank] Description : Item One U.O.M. : [leavel blank] Unit Price : 10.00 Quantity : 1  11. On the popup confirmation, click "OK" to generate an Invoice.  12. Back to Invoice Database, a row of new Invoice created.  13. Now, double click on the record to open the Invoice detail. Set the Date back to 1-Nov-2014, click button "Save".  14. Check on Invoice Database, the overdue unpiad Invoice is highlighted in red for your attention.  Next : Click here to learn about Inventory Category >> |
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