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How do I add a custom payment term in an account?

Posted on by Microsoft Employee

In the Project Management section, Accounts, I would like to add a custom payment term under the billing section. It comes worth 4 defaults, Net 30, Net 45, Net 60 and 2% 10, Net 30. I need to add another one some additional payment terms such as Net 7 and due upon receipt of invoice. Where can I add these?

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  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: How do I add a custom payment term in an account?

    please go to the next page.. there is arrow sign on right bottom, click that till you get to alphabet P.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do I add a custom payment term in an account?

    72207.Capture.JPG

    There is no payment terms under Fields that I can see. Am I in the right window?

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: How do I add a custom payment term in an account?

    Go to Setting->Customization->Account->Field->Payment Term-> Click + button and add the required value.

    14782.Untitled.png

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