Prerequisites:
Before you begin, ensure the following:
You are an Admin.
Step-by-Step Instructions:
Manually creating and updating payment terms
Switch to Admin.
Go to Configurations > Payment Terms.
Click on "Add Payment Term" to add new options for payment terms
OR
Click on the Edit (pen icon) on an existing payment term option to change its name.
Importing payment terms from the ERP system
Ensure you have done the following, to perform the steps given below.
Integrated your ERP system with ProcureDesk.
Set up payment terms on your ERP system before importing.
Switch to Admin.
Go to Configurations > Payment Terms.
Click on Import.