How to Configure Automated Payment Terms for Customers?
Questions:
- How do I automatically add payment terms to an invoice?
- Where do I set payment conditions for a customer?
- How do I make sure payment terms show up on PDFs?
Description:
Ensure your payment conditions are consistently applied across all billing channels by setting up automated payment terms. By adding specific terms directly to a customer's profile, the system will automatically apply them to manual bills, shop orders, and bonus point redemptions. These terms will securely render right before the post-text section on generated PDF invoices.
Solution:
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Navigate to Customer Profiles - Open the user management area and select the customer profile you want to update.
User Management -> Customer Management -> Manage Customer
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Enter the Payment Terms
Locate the "Payment Condition" field in the customer data and enter your specific terms (for example, "Net 30"). Save the profile.
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Generate a Bill
Create a new bill for this customer. Whether you create this manually in the bill editor or it generates via an automated channel like a shop order, the payment terms will automatically populate from the customer data.
Order Management -> Manage Receipts -> Create Receipt
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Verify the PDF Invoice
Generate the PDF for the bill. You will see your designated payment terms displayed clearly right before the "Post Text" (Anschlusstext) section.
Order Management -> Manage Receipts -> Download PDF
Tips and Tricks:
Pro-Tips:
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Set up payment terms once per customer to save time on manual entry during daily invoicing.
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This automated behavior is fully consistent regardless of where the bill originates (Shop, Manual, or Bonus Points).
Warnings:
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Be sure to configure these terms directly within the Customer Data module to ensure they map correctly to future E-Invoices and PDFs.