In this article:
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
- Navigate to Admin > Terms
- Click New
Name the Term and and fill out Due days
*Note: Payment Terms dictate the Due Date on the invoice generated by SingleOps.
- Click Create Term
Now this Payment Term will populate in the dropdown menu under Additional Options when editing a job.
Add Payment Methods
- Navigate to Admin > Payment Methods
Note: Cash and check will always be defaulted on any SingleOps account. 'Credit Card' is reserved for credit card integration.
- Click New Payment Method
- Fill out Name and Description
- Click Create Payment method
Now this Payment Method will populate in the dropdown menu when you select Process Payment on a Job.