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How to Create and Manage Payment Terms for Customers
How to Create and Manage Payment Terms for Customers

Learn how to create and manage payment terms for customers.

Updated over 10 months ago

DizLog All-in-1 POS feature let you create and manage payment terms for your customers.

Payment terms refer to the conditions and timelines agreed upon between a buyer and a seller regarding the payment of goods or services. These terms outline the specific details about when and how the payment should be made. Payment terms can vary depending on the nature of the business and the relationship between the parties involved

  1. Net D (Net Days): This term specifies the number of days within which the payment is due after the invoice date. For example, "Net 30" means the payment is due within 30 days of the invoice date.

  2. Due on Receipt (DOR): Payment is required immediately upon receipt of goods or services.

  3. Cash on Delivery (COD): Payment is made at the time of delivery or when the goods are received.

  4. Advance Payment: The buyer is required to make the full payment or a percentage of the total amount before the goods or services are provided.

  5. Installment Payments: The total amount is divided into several equal payments, which are paid at specific intervals, usually monthly.

  6. Deferred Payment: Payment is postponed to a future date, typically agreed upon between the buyer and the seller.

  7. Letter of Credit (LC): A payment mechanism in international trade where the buyer's bank guarantees payment to the seller upon the presentation of specified documents.

  8. Escrow: A trusted third party holds the funds until the buyer and the seller fulfill their respective obligations.

DizLog default payment terms you may use :

  1. Net 30: Refers to the number of days within which payment is due. In this case, it is 30 days.

  2. Net 45: Refers to the number of days within which payment is due. In this case, it is 45 days.

  3. Net 15: Means that the buyer is required to make payment in full within 15 days from the date of invoice issuance.

  4. Net 60: Means that the buyer is required to make payment in full within 60 days from the date of invoice issuance.

  5. Net 90: Means that the buyer is required to make payment in full within 90 days from the date of invoice issuance.

  6. Net 7: Means that the buyer is required to make payment in full within 7 days from the date of invoice issuance.

  7. Net 10: is a payment term used in business transactions to indicate when payment is due. It means that the invoice or bill must be paid in full within 10 days from the date of the invoice.

To Create and Manage Payment Terms :

Choose which App you are using:

  1. Click Products & Services dropdown list and click on Payment Terms

    DizLog has default payment terms that you may use.

  2. You may add new payment term by clicking on + Add Payment Terms

  3. Enter Payment Term and Days, you may customized the payment terms depending on what payment agreement you made with the customer.

  4. Click on Save

  5. You may enable and disable the payment terms by ticking and unticking the tick box.

  6. You may also edit and delete the payment terms you created, however the default is not editable or deletable.

It's important to note that these are general payment terms, and the specific terms used can vary depending on the industry, business relationship, and negotiation between the parties involved. It's crucial to clearly communicate the agreed-upon payment terms in contracts, invoices, or purchase orders to avoid misunderstandings or disputes.

How to Add Payment Term for Customer

  1. Click the Customer dropdown list and click Customer List

  2. In Existing Customer click on the pencil icon to edit

  3. Select Payment Term for Customer under Term Type:

  4. Once selected Click Update

  5. Payment Term has been applied to Customer details

    That's it you are now able to add Payment Term to your Customer details

How Payment terms work in POS through B2B Checkout

💡Payment terms only apply with Customers that have payment terms applied to their details and will not apply to Walk-in Customers.

  1. Go to POS Catalog and process order as usual process

  2. Select Customer with Payment term applied.

  3. Click Offline and Choose B2B checkout

  4. Payment Term shows Net 15

  5. The due date shows 15 days from today's date

  6. Select Customer address

  7. Click Confirm

  8. Click Checkout

  9. Receipt Review

  10. To Record new payment click on Order Management

  11. Click the Order ID

  12. Click Record Payment

  13. Select Payment Method and Enter amount to pay

    That's it you are now able to process B2B Customer with Payment Term added.

  1. Tap Inventory / Catalog and Tap More

  2. Select Payment Terms

    DizLog has default payment terms that you may use.

  3. You may add new payment term by clicking on + Add Payment Terms

  4. Enter Payment Term and Days, you may customized the payment terms depending on what payment agreement you made with the customer.

  5. Click on Save

  6. You may enable and disable the payment terms by ticking and unticking the tick box.

  7. You may also edit and delete the payment terms you created, however the default is not editable or deletable.

How to Add Payment Term for Customer

  1. Tap POS from the landing page of DizLog App

  2. Select Register to Open POS Catlog

  3. Tap More

  4. Tap Customers

  5. From the list of existing customer tap customer details to add term

  6. Select Term under Payment Terms selection

  7. Click Save

  8. Payment Term has been applied to Customer details

    That's it you are now able to add Payment Term to your Customer details

How Payment terms work in POS through B2B Checkout

💡Payment terms only apply with Customers that have payment terms applied to their details and will not apply to Walk-in Customers.

  1. Tap POS from the landing page of DizLog App

  2. Open Register and Select Products to process as usual

  3. Select Customer

  4. Select Payment type as B2B

  5. Payment Term shows Net 15

  6. The due date shows 15 days from today's date

  7. Tap Checkout

  8. To Record new Payment Click My Orders

  9. Tap Order ID under Pay Later

  10. Tap Record Payment

  11. Select Payment Method and Process

    That's it you are now able to process B2B Customer with Payment Term added

It's important to note that these are general payment terms, and the specific terms used can vary depending on the industry, business relationship, and negotiation between the parties involved. It's crucial to clearly communicate the agreed-upon payment terms in contracts, invoices, or purchase orders to avoid misunderstandings or disputes.

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