In the Legacy environment, payment terms on an Estimate or Order are pulled from the customer record when the customer is selected. Unlike Evo, Legacy does not include a payment terms dropdown on the order itself. To change the payment terms on an existing Estimate or Order, update the terms on the customer record first, then refresh the customer on the document.
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Changing Payment Terms on an Estimate or Order
You do not need to change the Estimate or Order status to update payment terms. Follow the steps below instead.
1. Navigate to Sales / Customers / Companies and open the company on the Estimate or Order.
2. Under Accounting Details, update the Payment Terms field to the terms you want to use.
3. Open the Estimate or Order that needs the updated terms.
4. Clear the Customer field, then re-select the same customer. This refreshes the payment terms on the Estimate or Order.
5. Confirm the updated payment terms appear under the Order Details tab in the Accounting Details section.
Note: In the Evo environment, payment terms can be changed directly from the Payment Terms dropdown under Order Details without updating the customer record first.