How to Include Net D as a Payment Term in ChargeBee Invoices

The Net D specifies that the seller expects to receive payment within a specified number of days after the service has been activated or the product has been dispatched. To include Net D as a payment term in your invoices, follow these steps:

Step-by-Step Guide

1. Navigate to Configure ChargeBee:

   Access the ChargeBee platform and go to the configuration settings.

2. Click on Billing Logic:

   Within the configuration settings, select the 'Billing Logic' option.

3. Select Payment Terms:

   Choose the 'Payment Terms' option to manage and set up your payment terms.

4. Enable Payment Terms:

   You can enable payment terms for both Offline Payment Method and Online Payment Method.

5. Set a Default Payment Term:

   Use the 'Choose Default Payment Term' option to set a default payment term for the site.

6. Apply Net D to New Customers:

   When Net D is enabled, the payment term chosen is applied only to new customer records created with Auto Collection Off.

7. Modify Payment Terms for Specific Customers:

   If the payment term needs to be modified for a specific customer, you have the option to set a different term for that customer.

   • Navigate to the Customers list and select the customer record.

   • In the Customer Actions section, click on 'Edit Customer'.

   • In the Essentials section, find the option to override the payment terms.

By following these steps, you can effectively manage and customize payment terms for your customers in ChargeBee.