How to enable Net-D for invoices?

Modified on: Tue, 21 Jun, 2022 at 5:28 PM

Scope

Configure payment terms/ Net-D for invoices

Enable Net-D for one-time invoices

Can we have invoices created with Payment Terms or Net D with “Auto collection” status as “On”?


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.

By default payment terms feature is available for the Offline payment method (auto collection -'OFF') at the site setting (Configure Chargebee > Billing LogIQ > Payment Terms). Please contact Chargebee support to enable the payment terms for the online payment methods as well (auto collection 'ON').

Enable Net D for Chargebee Invoices

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

  1. Navigate to Settings > Configure Chargebee > Billing LogIQ > Payment Terms and click Enable Payment Terms for Online and Offline payment methods

  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. 

  5. Additionally, the payment term chosen can also be stored with new customer records created with auto-collection 'ON'. Contact support@chargebee.com to enable this feature.

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






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