3.4a Dates, Delivery Method, and Payment Terms

Establish deadlines and assignees

  • Assign a user in your shop as the job “Owner”.
  • Select any delivery method you’ve set under “My Account” > “Invoice Information” > “Delivery Methods”. Note: If you have not set any delivery methods this field will not be visible.
  • Set your “Production Due Date” to put this job on your calendar. The date is editable at any point. This is the date that you will complete the job.
  • Set your “Customer Due Date” to the agreed-upon in-hands date for your customer.
  • Set any “Terms” options you’ve made available. The “Payment Due Date” will set itself when Terms are already assigned to the customer. Set your Terms under “My Account” > “Invoice Information” > “Payment Terms”. Note: If you have not set any payment terms this field will not be visible.

Dates_Info.png

NEXT: 3.4b Contractor Profile (Premium)

PREVIOUS: 3.3 Customer Information

 

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.