If you your customers pay early you might want to reward them with a special "early payment discount". Not You will not only do you need to communicate this to them in their the invoice but also earlier on when offering a service.
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- Early Payment Discount in Percent % and
- Days Early Payment Discount in Days
- Terms of Payment Days Net in Days
- Terms of Payment Text is a free Text field which overwrites the standard text set in your PDF.
This will result in the following lines on your Offer PDF:
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If you have standardized your early payment off to all customers you can safe save time by creating a "Terms of Payment" record. Navigate to the Terms of Payment object using the App Launcher and click on New to create a new record:
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Click on save.
This record will can now be reference referenced in your Account and Media Campaign. And it automatically set the values for the above mentioned fields.
Option 1: Select the Terms of Payment in your Account record and select this account as debtor in your media campaignDebtor in your Media Campaign. The following bullet points describe the behavior:
- Create a new Media Campaign and set the Debtor Account connected to Terms of Payment. Result: The Terms of Payment will be set in the Media Campaign.
- Create a new Media Campaign and set the Debtor Account and other Terms of Payment. Result: Your entered Terms of Payment will be set in the Media Campaign.
- Edit the Media Campaign and set the Debtor Account connected to Terms of Payment. Result: The Terms of Payment will be set in the Media Campaign.
- Edit the Debtor of the Media Campaign with already set Terms of Payment. Result: Previous Terms of Payment will remain being set.
- Edit the Terms of Payment field after the Debtors connected Terms of Payment were set. Result: Newly entered Terms of Payment will be set.
Option 2: Select the Terms of Payment directly in your Media Campaign.
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