Display Payment Terms on Invoices

Show the payment term name that is set on an Invoice in Maxio Core, such as "Net 30" or "15th of next month", on Invoices generated from a Branding Theme. This is different from Net Terms, which only expresses a day count and can't capture a day-of-month term; Payment Terms carries the name from Maxio Core as it is.

Before you begin

A few things to confirm before you add Payment Terms to a theme:

• Your Site needs invoice-centric billing enabled and at least one Branding Theme. See Understand Branding Themes.
• Payment Terms only fills in on Invoices that come from Maxio Core with a payment term set on the Invoice itself. It does not use the Customer's or contract's default term, so an Invoice with a due date set manually has no payment term.
• Advanced Billing doesn't calculate or assign a payment term on its own, so an Invoice Advanced Billing creates natively always shows this field blank, by design, with no fallback value.
• Net Terms and the Due Date are unaffected by Payment Terms and continue to work the same way. See Understand Net Terms.

Show payment terms in the document details block

The Document Details block has a Payment Terms row. It is off by default, so existing themes don't change until you turn it on.

To add the Payment Terms row to an Invoice layout

1. Go to Config > Branding, click Actions on the theme, then click Template Editor.
2. Click the Document Details block on the Invoice layout.
3. In the Field Layout section, find Document Details Order and turn on Payment Terms.
4. Click Update Template to save.

The row shows the label, "Terms" by default, and the term name Maxio Core sent, for example "Net 30". The row is left out on an Invoice with no payment term, so it never shows an empty label.

Add the merge tags to your own text

To show the term somewhere else on the Invoice, add the Payment Terms Label and Payment Terms merge tags to a text block. Both are in the Document Details group of the merge tag list. In the editor preview they show the sample values "Terms" and "Net 30".

To hide that text when there is no term, wrap it in Has Payment Terms, which shows the text only when the Invoice has a payment term. This also lets a single theme serve both Core-synced and Advanced-Billing-native Invoices: the Payment Terms text only appears on the Invoices that actually carry a term.

Customize the label text

The default label is "Terms". To use different wording, set a Custom Translation for Payment Terms Label. See Customize Invoice and Credit Note Text.

Related information

To lay out the fields on an Invoice generated from a theme, see Edit Invoice Template Layout.

To reorder and align individual layout elements, see Reorder and Adjust Invoice Layout Elements.

Before publishing your changes, see Preview a Theme Before Publishing to check how the Payment Terms row appears to Customers.