How do I set Net-D period for a specific customer?
I am not able to see the Net-D option?
Net-D is a feature that differs the due date for an invoice, that is, when an invoice is raised on Chargebee the default due date is the day the invoice is generated and Net-D allows you to give your offline customers time to process & Send out a payment. Click Here to know more about Net-D.
The Net-D can be at the site level which applies to all customers, go to:-
SETTINGS » CONFIGURE CHARGEBEE » BILLING RULES » PAYMENT TERMS » CHOOSE DAYS.
To set a Net-D date that is not available in this list, contact Chargebee Support.
You can set it at the customer level which will override the site setting for the specific customer.
- Net D works only if auto-collection is "off" for the customer or
- Make sure the Auto collection is off and set the Net D collection term to 30 or 60 days depending on your customer’s need or their ability to pay back.
- Invoice status moves to posted during the net-d period. And later moves to a Payment Due post the Due date.
- Either the customer could pay you back or you could auto collect the money using the Collect Now option using the API with the card details of the customer at the checkout page.
If you have an existing customer - ensure the customer's auto collection status is OFF and then click then click
CHANGE CUSTOMER DETAILS » CONFIGURATION » PAYMENT TERMS.
For new customers, the payment terms will be available on selecting auto collection "OFF".
For more information contact Chargebee Support.