Manage your payment terms

Manage your payment terms

When creating or modifying a fee or retainer invoice, you have to enter the "payment terms" of the invoice. You can add new terms at any time from the settings (1), edit existing ones (2), or even delete them (4).

1. 1. Access to the Payment terms customization menu

Alert
This settings menu is only accessible to users whose User profile is entitled "Access to the Customizable Lists menu in settings" enabled.
For more information see the article Change your users' profile - Jarvis Legal Help Center.
  1. Go to in Settings of your session (https://secure.jarviscloud.fr/user/)

  2. In the menu on the left, click Billing & Payments then on Payment terms

2. Add a new payment term


  1. Go to the Payment terms Customization menu (see paragraph 1)

  2. Click on the button Add a payment term

  3. Set the information from the payment term and click the button Save

    1. "Payment term name" field = Name that will appear in the "Payment terms" field in the creation/modification form of your invoices, as well as in your document templates if you use the adquate tag.
      For example: "10 days after the invoice".

    2. "Reference Date" field = Reference date for the calculation of the payment deadline. It can be expressed on day(s) or working day(s).
      For example: The reference date can be set to 5 days after the validation date. If my invoice is validated on March 22 the reference date for the settlement deadline will be March 27 (22 March + 5 days).

    3. "Delay granted" field = Payment delay period to be calculated from the date of reference. It can be expressed on day(s) or working day(s).
      For example: The payment deadline can be set at 10 days after the reference date. If my invoice is validated on March 22 and has a reference date of 5 days after validation (i.e., March 27), the due date of the invoice will be April 6 (January 22 + 5 days for the reference date (March 27) + 10 days for the payment deadline (April 6)).

    4. Checkbox "Round deadline to the end of the month" = When this box is checked the deadline is rounded to the last day of the month.
      For example: With a reference date of 5 days, a 10-day settlement period and the "Start the deadline granted at the end of the month" option activated, if the invoice is validated on March 22 its due date will be April 30 (March 22 + 5 days for the reference date (March 27) + 10 days for the reference date (March 27) + 10 days for settlement period (April 6) + rounded to the end of the month (April 30)).

    5. Checkbox "Define as Default payment term" = Allows you to mark this payment term as the default term of your invoices. When you create or edit invoices this deadline will be displayed by default in the "Payment term" field.
Find your new payment term in the list of payment terms. You will also find it in the form for creating / modification of fees and retainer invoices, in the "Payment term" field.

3. Edit a payment term


  1. Go to Payment terms customization menu (see paragraph 1)

  2. Click on the button Edit (grey button with a pencil pictogram) to the right of the settlement period to be modified

  3. Edit the information of the payment term (for more details see paragraph 2) then click on the button Save

4. Delete a payment term


  1. Go to the Payment term customization menu (see paragraph 1)

  2. Click on the button Delete (red button with a garbage pictogram) to the right of the settlement period to be removed

  3. In the window that opens confirm the deletion by clicking button Yes


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