Invoicing and Terms

Placing an Order on Terms

1min

The process of placing a terms order is mostly the same when compared to placing a standard order in Velocity. To learn more about the standard order workflow, see Place Orders.

On the Checkout page, in the Payment Methods section. Select the Pay for this order on terms checkbox to enable terms for your order. By default, your customer's configured net days will be selected.

Admins with special privileges may have the ability to select the terms checkbox and configure custom net days on this page, even for customers without terms enabled.

With this option selected, the place order action will not charge the customer for the cost of the order, but instead create a terms order with payment due in net days from today's date.