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Terms Codes

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Terms codes are used to define both customer and vendor terms for payment due dates and discounts. Select from the available terms types.

  • Due XX Days - Due date is XX days from the invoice date (i.e. 30 days for Net 30).
  • Due on XX Day of the Month - Due date is on a specific day of the month (i.e. 15th of the month).
  • Due End of the Month - Due date is the end of the invoice month.
  • Due XX Day of the next month - Due date is on a specific date of the next month (i.e. 10th of the following month).

Multi-Entity

Terms are not applicable to multi-entity functionality.

Name

Enter a unique terms code name.

Terms Type

This value defines the due date calculation. In this example, due xx days is selected.

Days/Date

For all terms types, (except end of month), enter the number of days (e.g. 30 for Net 30) or the day of the month (e.g. 10 for due on the 10th of the month).    

Discount Detail Fields

Discount

Select “yes” or “no” to determine if the terms schedule includes a discount.

Discount Percentage

If Discount is set to yes, enter the discount percentage as a whole number (i.e. 2 for 2%).

If Paid Within XX Days

If Discount is set to “yes”, enter the number of days for the discount to apply (i.e. 10 for a discount if paid within 10 day

Activating, Deactivating and Deleting Terms Codes

Terms must be set to an active status before they can be used. When saving a new term, Gravity automatically sets it to an active status.

  • Deactivate a term from the active terms screen. Select the term from the grid displayed and select the deactivate option. When needed, deactivate the term from within the applicable terms screen.
  • Activate a term from the inactive terms screen. Select the term from the grid displayed and select the activate option. When needed, activate the term from within the applicable term screen.
  • Delete a term from either terms screen. Select the term from the grid displayed and select the delete option. When needed, delete the term from within the applicable terms screen.