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Create and change payment terms in OJ Setup → Product Setup → Payment Terms.
Open How payment terms work at the top of the screen for a short explanation; the panel also shows
the due date an invoice dated today would get with the term you are looking at. How due dates, pay-by lines
and early-payment discounts are worked out is in Payment terms.
What, where, who, when, why
| What | The create/edit screen for payment terms: due-date rules, instalments and pay-before-ship settings. |
| Where | OJ Setup → Product Setup → Payment Terms. |
| Who | Whoever owns credit policy — usually accounting/office management. |
| When | At setup, and whenever credit terms change; customers pick a term on their record, so the list should stay short and current. |
| Why it matters | The chosen term computes every invoice’s due date and early-payment discount line; a mistyped day count here repeats on every invoice that uses the term. |
Working with the screen
- Click New to add a term, or select one and click Edit; then Save or Cancel.
- A term still used by customers, orders, invoices or purchase orders cannot be deleted; the
message lists the counts. Deleting a term also deletes its pay-by lines.
| Field | What it does |
|---|---|
| Description | The name in the customer’s Terms combo (up to 50 characters). Required and unique. |
| Reference | A short code; used to pick the term when OpenJanela is opened from an outside program. |
| Type | Days after invoice: due on the invoice date plus Days. Day of month: due on Day of month in the invoice’s month or a following one — the first that is at least Minimum days after the invoice date (0 = 30 days). Day of month must be 1 to 28; the screen refuses other values because they stop invoices from being created. |
| Pay before ship | An order with this term and a balance above zero cannot be added to a shipping manifest until it is paid. |
| Pay-by lines | Each line (Days, Day of month, Discount %) adds a date and an amount to the invoice; the discount is the early-payment discount for paying by that date. Two lines with the same Days and Day of month are refused. |
When a change takes effectDays, Day of month and the pay-by
lines apply to invoices created from then on, including invoices of existing orders that use the term;
invoices already created keep their due date and pay-by lines. Pay before ship is checked each time an
order is added to a shipping manifest, so changing it affects existing orders with the term at once. Changing a
customer’s Terms does not change the customer’s existing orders.
lines apply to invoices created from then on, including invoices of existing orders that use the term;
invoices already created keep their due date and pay-by lines. Pay before ship is checked each time an
order is added to a shipping manifest, so changing it affects existing orders with the term at once. Changing a
customer’s Terms does not change the customer’s existing orders.