- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoice - Work Order Matching
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
How do I change payment terms for a specific Vendor?
When you press any Vendor card in grid view (or press any Vendor row in table view), you will bring up the vendor details. We call this the “back” of the Vendor card.
Within the Finance Details section of a specific Vendor card, there is a Payment Terms field. Click here to learn about payment terms.
Using this Payment Terms field, you can change the default payment terms for this specific Vendor. These payment terms will flow through to any new Work Orders and Invoices with that particular Vendor.
Only Clients can change payment terms. Vendors who want their payment terms changed must ask their Client to do so by following the above steps.