Payment Terms - Smarter Sales & Inventory Management | Zayls

by Zayls
3 years ago
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Knowledge Base Settings | Payment Terms

Payment Terms

Payment Terms Overview

Payment Terms are used to specify the due date of a transaction. In Zayls, there are two types of payment terms: Type Credit and Type Due. Type Credit is used to specify the number of days before a term is due while Type Due is used to specify that the term is due immediately after the date invoiced or date received.

You can filter records in two ways:

  • Search by name
  • Using Filters

Search by name

1. Go to Search by name box at the top of the payment terms list.

2. In the Search by name box, type the payment term you are searching for. The list will load the moment you stop typing.

Using Filters

1. Click Filters beside the Search by name box.

2. The records can be filtered by the payment term’s Status (Enabled, Disabled, All).

Export Payment Terms to PDF and Excel

  1. In the Payment Terms Overview, click Export. 
  2. There are two Export options: Export to PDF and Export to Excel. Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 

Create a Payment Term

1. In the Payment Terms Overview, click New Payment Term.

2. In the New Payment Term dialog, enter the new payment term’s Name, Type and Starting From. You may also enter the payment term’s Description.

3. Once you are done, click Save to save the new payment term or Cancel to terminate the form.

4. A successful message will appear at the top-right corner.

Edit a Payment Term

1. Click the Payment Term you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the payment term is updated successfully.

Only payment terms that have not been used in any transaction can be edited.

 

Add Comments to a Payment Term

The Zayls Team allows you to leave important messages to keep everyone informed.

1. In the Payment Term record, scroll down to view the Comments section.

2. Enter your message in the Comment box.

3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.

4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment

1. Find the comment you want to edit or delete.

2. Click .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Enable a Payment Term

1. In the existing Payment Term, click

2. Click Enable.

3. A successful message will appear. The Disabled Status beside the payment term name will change to Enabled.

Disable a Payment Term

1. In the existing Payment Term, click

2. Click Disable.

3. A successful message will appear. The Enabled Status beside the payment term name will change to Disabled.

Delete a Payment Term

1. In the existing Payment Term, click

2. Click Delete.

3. A Delete confirmation dialog will appear. Click Delete to certainly remove the payment term record or click Cancel to terminate your action.

View a Payment Term’s Activity Log

1. In the existing Payment Term, click

2. Click View Activity Log.

3. The system will redirect you to the payment term’s Activity Log record.

The Activity Log will show the admin:

  • The Date & Time the activity occurred
  • The Action (Created, Updated, Deleted, Enabled, Disabled)
  • The User who made the activity

4. To see the updated details, click View Changes. The system will redirect you to a page showing the removed and/or added details of that record.

Only payment terms that have not been used in any transaction can be deleted.

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