Edit Payment Terms in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to edit the payment terms in job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To edit the payment terms in a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation of the payment terms that you want to edit.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the payment terms that you want to edit and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
6. Highlight the conversation with the payment terms that you want to edit.
7. On the toolbar of the right pane, click and select Edit basic settings > Edit payment term.
8. In the Payment term dialog box, select a payment term from the drop-down list and enter or edit the Payment term text.
9. Click Close .