How to enable Net-D for invoices?

Modified on: Thu, 17 Jun, 2021 at 1:14 AM

Scope

Configure payment terms/ Net-D for invoices

Enable Net-D for one-time invoices


Note: Net-D can be setup for one-time invoices. If you are an existing user, contact support@chargebee.com  to get this enabled for your Chargebee site.

Enable Net D for Chargebee Invoices

To include Net D as a payment term in your invoices,

  1. Navigate to SettingsConfigure ChargebeeBilling LogIQPayment Terms and click Enable Payment Terms.

  2. Set a default payment term for the site using Choose Default Payment Term.

  3. The options are as shown in the screenshot above:

    • (1) Due Upon Receipt: Use this if you don't want to use any specific payment terms.
    • (2) Net 7 to Net 90: Those are the payment terms available out-of-the-box in Chargebee.
    • (3) Add New Term: Allows you to add a new Net D term to the list of available options. (See screenshot below)
  4. When net D is enabled, the payment term chosen is applied to only new customer records created with auto-collection off, from then on.

  5. Additionally, the payment term chosen can also be stored with new customer records created with auto-collection on. So that if auto-collection is turned off for them later, the stored payment term is applied to their invoices. Contact support@chargebee.com to enable this feature. The screenshot below shows how the details page of a new customer record looks post enabling this feature.

Note - For both the above cases, existing customer records are not affected.






M
Monica is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.
×