How Do I Add a Payment Term in a Quote?

To add a payment term in a quote:

  1. In the left Navigational Column, click the Sales tab and select Quotes.

  2. Click the New Quote button.

    Add-Payment-Terms

  3. Select the template from the list on which the new quote will be made.

    Note: You can create your own template for any quote.

    For more information on how to create a new quote template, refer Creating Quote Templates

  4. Under the General section, select the payment term from the list in the Payment Term drop-down box.

    Add-Payment-Terms

  5. Click the Save button.

    The payment term is set in the Quote.

Payment Terms

Adding Payment Terms

Editing Payment Terms

Deleting Payment Terms

Frequently Asked Questions