Invoice Terms

This feature allows users to add terms to an invoice to be set per client.   

Type codes are general purpose claim account descriptors for the type of debt owed.  The codes may be up to six letters and digits.  

 Add New Invoice Terms Code

Click the button.  

• Enter the code for these terms.  The code can be a maximum of 3 characters in length.
• Enter a Description of this code.  The description will be what prints for terms on the invoices when the code is assigned.

Click the button to add the new code to the list of Invoice Terms codes.

 Modify An Existing Invoice Terms Code

Select the code to be changed, Click the button.

Make any changes to the Description.  Users can not change the code section.

Click button to save any changes.

 Delete a Invoice Terms Code

Select the terms code, Click the button.

Click the button to continue with the deletion.  Click the button to discontinue the deletion process.

If the terms code is currently assigned to any client accounts, users must replace or remove the code prior to deleting the code.   CollectMax will give users a list of client accounts that must be changed prior to deleting this code.

Click the button to exit this screen.  Once the code(s) have been replaced or removed, repeat the deletion process.

 Printing a list of Invoice Terms Codes

Click the button.  Select to print to Printer, Screen or File.  

To exit the add Invoice Terms Code Screen, click the button.