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Chapter 9. Setting Up Services, Customer... > Terms, Customer Messages, and Paymen...

Terms, Customer Messages, and Payment Method Lists

From the Lists menu, click Customer & Vendor Profile Lists, choose Terms List, and you see the Terms List dialog box. You do not need to open this list to apply terms to a transaction. To apply terms, open any form (Sales Receipt, Customer Payment, or Invoice, for example) and click the Terms drop-down menu. Use this list to examine the details about your different types of terms, to create a new set of terms, to edit existing ones, or to view a list of all transactions to which certain terms have been applied.

Editing and Creating Payment Terms

Figure 9.28 shows the Terms list. Double-click any existing term to edit it (or click on a term and press Ctrl+E). In this example, the Term 1%10Net30 was double-clicked. The following steps show you how to use this dialog box to edit an existing term, as well as how to create new ones.


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