Setting Payment Terms for Invoices
For more information about applying late fees in DaySmart Vet, please see Applying Late Fees to Past Due Accounts.
To set payment terms:
Click on the "Settings" module
Scroll down the page to "Payment Terms" under "Configurations"
Click on the edit icon for the "Payment Terms" row
Set the "Payment Terms" field to the applicable term
Click "save"
When selecting the payment term, the 'Net' term determines the number of days the client has to pay their invoice:
When applying late fees, you can customize the settings for the late fees and apply the fees to past invoices as well. The form will show you the number of invoices that will be affected by the update:
To set client's as exempt from late fees (please see this article for more details):
Navigate to the client's profile
Click "Edit Profile"
In the "Exempt From" field, select Late Fees
Click Save & Done