Payment conditions

You have different possibilities to manage the payment conditions like the due date of invoices, discounts or allowances.

Properties

The most general payment conditions can be managed in the menu [General] – [Properties] in the fieldset „Payment modalities“:

Contacts

Additionally you can define special payment conditions for every contact. To do this open the slidebox „payment conditions“ in the menu [Contacts] – [Overview].

In this slidebox you can also define that this contact gets a discount on a specific product category.

Verpura takes the payment conditions you set in the properties as default payment conditions for new contacts.

Offers

You have the possibility to define the discount on the total sum of an offer at the bottom of the page in the fieldset “sums”:

Additionally you can define a discount for every offer line:

Do not forget to save your changes with the save button on the right side.

Projects

You can adjust the payment conditions for every project. Click on a project in the menu [Projects] – [Overview] and enter them in the fieldset „Payment conditions“:

Verpura takes the payment conditions you set for the contact as default payment conditions for new projects. These paymentconditions apply to the total sum of all invoices created for this project.

Project bookings

Additionally you have the possibility to define a discount for every product or service booked on this project.

You have the possibility to enter a fixed discount or a discount in percent. Do not forget to save your changes with the save button on the right side.

Invoices

When you create an invoice (LINK) you have the possibility to ultimately adjust the payment conditions. You can do this in the fieldset “limitations”:

The default payment conditions are taken from the project settings when you create an invoice from a project, from the contact settings when you create an customer invoice and from the properties when you create an invoice for a cashsale.