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.”
Click the “New” button
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.