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Setting the Payment Terms for a Booking


Creating Payment Terms and an Invoice

Depending on your own workflow, the next step is normally to confirm the payment terms for the contract and to create a deposit invoice. Please review our Invoice Overview Knowledge Article for an in-depth understanding of how payment terms and invoices are added and created.

  1. Click on the Statement Tab

  2. Click on Payment Terms

  3. Confirm or edit the payment terms for the contract

  4. Click on the Statement Tab

  5. Click on Add Invoice > Payment Terms > Select the Deposit Payment (or your required invoice)

  6. If you wish to send the invoice to the client now, select the invoice and select Email. Alternatively, you can send the invoice and the contract together in the next section.

 

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