Payment Terms

Payment terms define when payment is due on sales and purchase documents. They are used at the BP level, in commercial defaults, and on individual documents.

Accessing the Page

Navigate to Business Partners → Payment Terms in the sidebar, or go to /business-partners/payment-terms.

Initialize Payment Terms

When no payment terms exist yet, you see an empty state with two options:

Initialize from Presets

Click Initialize Payment Terms to open the wizard with 8 suggested terms:

Code	Name	Description	Days
NET30	Net 30 Days	Payment due in 30 days	30
NET60	Net 60 Days	Payment due in 60 days	60
NET90	Net 90 Days	Payment due in 90 days	90
COD	Cash on Delivery	Payment required upon delivery	0
PREPAY	Prepayment	Payment required before delivery	0
NET15	Net 15 Days	Payment due in 15 days	15
NET45	Net 45 Days	Payment due in 45 days	45
DUE_RECEIPT	Due on Receipt	Payment due immediately upon receipt	0

1. All 8 terms are pre-selected by default. Toggle individual terms or use Select All to control selection.
2. Click Create N Selected Terms to bulk-create the selected terms.

Add Payment Term

Alternatively, click Add Payment Term to manually create a single custom term.

List View

After initialization, the payment terms list shows all terms:

List Columns

Column	Description
Code	Unique payment term code
Name	Display name and truncated description
Days	Number of days until payment is due
Active	Status badge (Active / Inactive)
Actions	Edit and Delete dropdown

Filters

Filter	Description
Search	Search by code, name, or description
Show Inactive	Toggle to show inactive terms (default: active only)

Creating a Payment Term

1. Click the Add button
2. Fill in the create dialog:

Field	Required	Type	Max	Description
Code	Yes	Text	50	Unique code (e.g., NET30). Validated in real-time.
Name	Yes	Text	200	Display name (e.g., “Net 30 Days”)
Days	No	Number	999	Number of days for payment
Description	No	Textarea	—	Optional description

3. Click Create to save

The code field validates in real-time — green border confirms availability, red indicates a duplicate.

Editing a Payment Term

1. Click the Actions dropdown on a row → Edit
2. Modify the fields:

Field	Editable	Notes
Code	No	Read-only. Helper text: “Code cannot be changed”
Name	Yes	Max 200 characters
Days	Yes	0-999
Description	Yes	Optional
Active	Yes	Switch toggle. Inactive terms are hidden from lists.

3. Click Save

Deleting a Payment Term

1. Click the Actions dropdown on a row → Delete
2. Confirm in the dialog: “Are you sure you want to delete NET30 - Net 30 Days?”
3. Click Delete to confirm

How Payment Terms Are Used

1. BP-level — Each business partner can have its own payment terms
2. Commercial Defaults — Fallback payment terms when a BP has none configured
3. Documents — Sales and purchase documents reference payment terms

Related Pages

• Commercial Defaults — Set default payment terms
• Business Partners List — Main business partners listing
• BP Settings — Configure BP module settings