For the following documents: Offer, Sales Order, and Invoice, the Payment terms functionality is enabled. Payment terms enable adding installment payments, the date of estimated payment, and the date of actual payment if such is recorded.
Enabling the functionality:
Settings/Your company/Payment terms - advanced
Functioning and usage:
On the following documents: Offer, Sales order, and invoice, in the Tools sub-menu, select Payment terms.
A dialog displayed below will open, where the desired number of installments should be entered, which should be
distributed in individual installments in percentages. Specify the Payment type and Date (date of estimated payment). If the installment amounts are adjusted, such will be automatically distributed, so that the total payment amount is always 100%:
Payment terms will be transferred from a document to a document (offer, sales order, invoice), for which the payment date is added if the installment is paid.
When printing documents, payment terms are displayed on the document:
