Payment Terms & Payment Methods

Payment Terms set the due date on the invoices SingleOps generates, and Payment Methods define how you record and process client payments. This article walks you through creating both, explains how they behave when QuickBooks is connected, and covers important limitations to keep in mind.

In this article:

Add  Payment Terms

Add Payment Methods

Payment Limitations & Important Notes

Add Payment Terms & Payment Methods Video

Note: If connected to Quickbooks, Payment Terms should be created in Quickbooks. They will sync into SingleOps.
Payment methods can be made in SingleOps, even if QuickBooks is connected.
 

Add Payment Terms

1. Navigate to Setup > More > Terms
2. Click New
   
3. Name the Term and and fill out Due days
   *Note: Payment Terms dictate the Due Date on the invoice generated by SingleOps.
4. Click Create Term
   Now this Payment Term will populate in the dropdown menu under Additional Options when editing a Job.

Add Payment Methods

1. Navigate to Setup > Payments > Payment Methods
   Note: Cash and check will always be defaulted on any SingleOps account. 'Credit Card' is reserved for credit card integration.
2. Click New Payment Method
   
3. Fill out Name and Description
4. Click Create Payment method
   Once created, this Payment Method appears in the dropdown menu when you select Process Payment on a Job.Notes:
   • Cash and Check are always defaulted on any SingleOps account.
   • A credit card and ACH methods are tied to the SingleOps Payments (ProPay) integration.

Payment Limitations & Important Notes

• Overpayments are not possible. The system does not allow a client to pay more than the amount due on an invoice.
• Partial payments through the online portal are not supported. Clients paying online must pay the full amount.
• Staff can process partial payments in-app. From Process Payment, the amount defaults to the full balance, but you can edit it to record a partial payment — including running a real card transaction using a card saved under Client Profile > Payment Methods.
• Recording a payment and processing a transaction are different actions. Processing a payment using a method other than Credit card or ACH will only create a manual record on the invoice, while the credit card and ACH payment methods will process payment through the ProPay integration.
• Standalone credit memos cannot be manually created in-app. Credit memos are generated when a deposit or prepayment is applied to an invoice, and discount line items are the supported way to apply a credit.

Add Payment Terms and Payment Methods Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.