Payment Terms

Using Decorus for Sage Professional you are able to create payment terms for your invoices. These payment terms (if set) will show on invoice templates and also send the information through into Sage.

To alter the payment terms that interact with the due date on Sage please follow the instructions below:

Go to the Overview screen and click on ‘Preferences’

·         Click on the grey box next to ‘Payment Terms’

·         Click ‘Add’

·         Give a description of your payment terms (this text will be passed through to your invoice template)

·         Add the number of days that the invoice needs to be paid by

·         Click ‘Save’

To update all your contacts with the default settlement terms - 

·         Click ‘Update Contacts Settlement’

·         Click ‘Yes’ to the alert

 

·         A notification will then appear to inform you the default payment terms has been updated

·         Click ‘Save’

You will then be able to see this within the individual contact record.

·         Click on ‘Contacts’ module

·         Enter a Contact record

·         Go to ‘Information Bar’

·         Click on ‘Company Details’

Please note this will only update in Sage when you click ‘Update Sage’ then ‘Save and Exit’ or when a financial transaction is posted to this contact.

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