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Creating New Payment Information

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Summary
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Apto comes with a standard payment information record. You can either modify the standard record or create a new one.

  • Click the plus sign at the end of the tabs and select “Payment Information.”

    Payment Info 1.jpg

    Payment Info 2 .jpg

  • Click the “New” button

    New Payment.jpg

  • Fill in the following information

    • Provide a name to identify this payment information record.

    • Enter the terms that will be visible in the invoice pdf on the top right corner right below due date.

    • If you would like Apto to auto calculate the due date based on the invoice creation date, provide the number of days to be added to the invoice date. Example - If invoice date is 9/15/2014 and your payment is due 30 days from the invoice date, enter 30 in this field. The due date will automatically be set to 10/15/2014 when the invoice is created.

    • Provide any instructions needed by the payer to remit the payment. This field will be appended to the end of the invoice under the Notes section.

    • Checking the default checkbox will allow you to set this payment information for all future invoices.

    New Payment Information.jpg

    Invoice Sample.jpg



Next: Updating Payment Information

 

 

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