Customer Payment Terms

Overview

How do I manually set a customer's payment term?

How do I set up which payment terms to highlight and acknowledge in Tinnacity's Service?

Overview

Payment Terms feature enables you to specify a customer's payment method (e.g., COD). When work orders are generated for a customer, the designated Payment Term will be clearly displayed to the technician. It's important to note that Customer Payment Terms are synchronized with Tinnacity if your business system (Softbase or EquipSoft Business Central) is integrated with Tinnacity.

Furthermore, you have the flexibility to configure which payment terms should be highlighted in RED within the 'Billing Section' of the work order details screen in Tinnacity Service.

Additionally, during the Technician Review, technicians will be prompted to acknowledge their understanding of the designated payment method.

Manually Set Customer's Payment Terms

Anyone with an 'Admin' role in Tinnacity's HQ can set the customer's payment terms.

1. Go to Admin/Customers.
2. Locate and select the relevant customer.
3. Click [Edit].

4. Enter the Payment Terms, then click [Save].

   
   

Set up Payment Terms to Highlight and Acknowledge

Anyone with an 'Account Owner' role in Tinnacity's HQ can set the payment terms to highlight.

1. In HQ, click your name at the top, right corner then select Company Settings.

2. In the left panel, click Customer Settings. In the Payment Terms to Highlight and Acknowledge enter the relevant terms (separated by a comma). Click [Save].