Terms

Terms on Desktop

1. How are payment terms used?

1a. Payment terms are displayed on invoices.

 1b. The terms selected on the Job are displayed on the printed invoices. 

If the wrong terms are displaying on an Invoice, you simply have to modify the Job and change the terms there.

1c. Terms can also be selected on the customer, so that new jobs created for said customer can default in their terms.

 (Note that the customer terms do not directly affect the Invoice, 

if your Invoice is displaying the wrong terms it is because those are the terms selected on the Job).

1d. If the majority of your customers will have the same terms, 

you can set default terms for all new customers by going to:

i. File > Company/Branch Info

ii. Highlight your branch, and click “Modify”.

iii. Go to the “Customer & Job Settings” tab, and set your new customer default terms.

2. How to customize your list of terms

2a. Cenpoint comes with two payment terms by default, COD, and Net 30 Day.  To add additional terms, go to File > List Management > Terms.

2b. On the Manage Terms screen click “Add New”, fill out your description, and click OK.

2c. If you check “Notify on Job Entry”, every time you open a job with these terms, 

you will get a pop-up box indicating the terms.

2d. If you check “This Is a COD Term”, you will be notified every time the jobs opened,

 and the technician will be notified that they need to collect on jobsite.

Terms on Portal

1a. Payment terms are displayed on invoices.

 1b. The terms selected on the Job are displayed on the printed invoices. 

If the wrong terms are displaying on an Invoice, you simply have to modify the Job and change the terms there.

 1c. Terms can also be selected on the customer, so that new jobs created for said customer can default in their terms.

 (Note that the customer terms do not directly affect the Invoice, 

if your Invoice is displaying the wrong terms, it is because those are the terms selected on the Job).

1d. If the majority of your customers will have the same terms, 

you can set default terms for all new customers by going to:

i. More > Company/Branch Info

ii. Click "Open"

iii. Go to the “Customer & Job Settings” tab, and set your new customer default terms.

 2. How to customize your list of terms on Portal

2a. Cenpoint comes with two payment terms by default, COD, and Net 30 Day.  To add additional terms, go to More > List Management > Terms.

2c. If you check “Notify on Job Entry”, every time you open a job with these terms, 

you will get a pop-up box indicating the terms.

2d. If you check “This Is a COD Term”, you will be notified every time the jobs opened,

 and the technician will be notified that they need to collect on jobsite.