How is the payment term auto-populated in the Contracts App?

Updated on September 24, 2020 07:23AM by Admin

The Contracts App of Apptivo automatically populates the payment term while creating or editing a contract. This value depends on the customer added. The payment term added for the customer in the Customers App populates in the payment term field of the contracts.

  • Consider a customer is created in the Customers App of Apptivo. Here, the Payment Term is selected as Net 60.
Customers App

  • Now, create a contract in the Contracts App of Apptivo. By default, the Payment Term field is uneditable.
Contracts App

  • Add the customer in the customer field of the Create Contract page. Once the customer is selected, the payment term changes automatically to the customer’s payment term. Here, Net 60.
Payment Term Added