Payment terms

Configuration → Payment Terms holds the terms every document can name. A new workspace has one, Net 30, which is a starting point rather than a policy.

An order or invoice cannot be released without terms.

Add a term

1. Open Configuration → Payment Terms and choose Create. It opens in a dialog.

2. Enter a Name. It is only the label the terms are picked by — a document words them from the numbers, so what is typed here is never printed.

3. Set Net Days — days from the document date until due. 0 means immediately.

4. For a German cash discount (Skonto), set Cash Discount Days and Cash Discount Rate: pay within that many days, take that percentage off the gross total. Set both or neither.

5. Save.

The discount deadline cannot fall after the due date

That would reward paying late, and the save is rejected.

How terms reach a document

Terms arrive in a cascade: the customer’s own Payment Terms win, and when the customer names none the profile’s Default Payment Terms apply. Terms picked by hand on a document are never overwritten.

Put the common case on the profile and override it per customer.

Reaching the end of that chain is not an error — the document saves, and is refused at release. What an invoice stamps, and why the rate is copied rather than read back, is in Payment terms.