Although you can easily create payment terms on the fly during invoice creation, you can create and manage them in Flare settings.

Learn how to:

• Create payment terms.
• Edit or delete payment terms.

Create payment terms

To create custom payment terms, do the following:

1. Click the Settings gear icon (1 below) in Flare’s top right menu and then click Sales & Invoice > Invoice Settings (2) in the Settings left menu.
   
   
   
   
2. Click the Create Term button (3 below). The Enter Term window will open.
   
   
   
   
3. Enter a name for the term and the length of the term in days (4 below).
   
   
   
   
4. Click Save (5 above).
   
   
     Once you've created a payment term it will be available as a selection when you create an invoice.

Edit or delete payment terms

To edit or delete payment terms do the following:

1. Click the Settings gear icon (1 below) in Flare’s top right menu and then click Sales & Invoice > Invoice Settings (2) in the Settings left menu.
   
   
   
   
2. To edit a term, check the checkbox next to the term (3 below) and click the edit icon (4). The Payment Term window will open. You can also click the Term name to open the Term window (circled below).
   
   
   
   
3. To delete term(s) check the checkboxes next to the term(s) (3 above) and click the delete icon (5 above).