Configuring your Payment Terms

This article covers: 

  • Creating New Payment Terms

Your payments terms will help you to determine when an invoice is due and payable, as well as to track your overdue invoices.

If you sync with QuickBooks, your existing payment terms will be imported when you sync with QuickBooks.  Each time you create a payment term in Fieldd or QuickBooks those payment terms will sync as well.  

You can set up multiple payment terms for your business.

To create a payment term, select the payment term tab within the Setup section.

  • Name your payment term a name that is logical to you.
  • Create the payment term date.  The Due in (..) days relates to due in a # of days after the invoice is created.  For example: 7 days, 14 days, 30 days.
  • You can also use the Due on, based on a day of the month.  For example you can set all your payments to be due on the 1st of the month.  And you can set that to ignore invoices that are issued within a certain number of days before the due date if you so choose.

If you have any other questions about this article, feel free to contact our support team over chat, via email at, or by phone at 1 (855) 934-3533.

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