Invoice Terms

Who can use it?	Where is it?
Administrator System Administrator	Default Data > Invoice Terms

1. Click into the 'Terms Days' column next to the add image .
2. Type a number of days. i.e. 7, 14, 30, or 60 days to define the 'due date' of the invoice after the invoice issue date.
3. Save .

If an invoice terms has been used on an invoice, or is attached to a contact then it cannot be deleted. Instead you will need to make the invoice term inactive.

If the invoice term hasn't been used, then you can delete the entry by:

1. Highlight the invoice term row in the list.
2. Click the delete button in the toolbar.
3. Click 'Yes' on the delete confirmation pop-up warning.
4. The list will refresh to show that the invoice term has been removed.

If a invoice term has already been used on an invoice or assigned to a contact record, then it cannot be deleted. To stop further use of that invoice term on new records, then make the invoice term inactive. Make a invoice term inactive by:

1. Highlight the invoice term in the list.
2. Uncheck the 'Active' checkbox.
3. Save .
4. The invoice term will not be displayed in the drop down list to add to future invoices. However the invoice term will still be attached to existing invoices where that option had been used.

The filter controls which invoice terms are displayed in the list. The filter is located in the top right of the list toolbar. The filter options available are:

1. ActiveInvoice Terms which are marked as active and available for use on invoices or contacts are shown. This is the default list filter.
2. Not ActiveInvoice Terms marked as not active are shown. These invoice terms cannot be assigned to newly created invoices, or assigned to contact records.
3. AllBoth active and not active invoice terms are shown.

1. Terms DaysEnter a number of days to be used as the invoice payment terms. i.e. 1 day for COD, or 7 days, 14 days, 30 days etc. This will then add this number of days to the 'invoice date' to calculate the 'invoice due date' for aged debt reporting. When sending invoices to your accounting system using Synergy Connect, the invoice term attached is sent to appear on the invoice in MYOB/Reckon/Xero etc.
2. ActiveIf this box is checked the invoice term is available in drop down lists throughout Synergy. Uncheck the active box to stop the invoice term from further use on contact records and invoices. Making the invoice term inactive will not remove it from existing invoices.