To find the Credit Terms window - Terms for Customer-Invoice # or Terms for Vendor-Purchase # view


If you're changing credit terms for an individual sales transaction:

  1. Choose Enter Sales from the Sales Command Center.

  2. Select a customer.

  3. Click the Terms arrow.

If you're changing credit terms for an individual purchase transaction:

  1. Choose Enter Purchases from the Purchases Command Center.

  2. Select a vendor.

  3. Click the Terms arrow.