...

Branches

Branches are optional in the system

...

A company may be owned by a number companies or persons

...

1. Days and Reference Type = difference between invoice date and due date = here the due date is based on 30 days from invoice date.  Changing the terms will change due dates on all open invoices
2. Order Discounts = automatically applied discount to all lines on an order
   1. Note Order Discounts will not apply to order lines with Promotions of any kind including Pricing Contracts
3. Settlement discount = A discount that can be manually applied if an invoice is paid within terms
4. Trading Terms (Off Invoice) = A discount that is automatically applied when an invoice is created by creating a credit note for the amount of the trading terms at the time the invoice is created
   1. The credit note that is created will be allocated to the invoice - unless you have selected "do not allocate trading terms credit notes" on the customers "Standard Profile"
5. If a company does not want a per invoice trading agreement - instead based on revenue over a period of time - this is best done manually as a credit note with supporting documentation.

Auto-Email Invoices

Invoices are emailed once an invoice is marked delivered.

...