Payment Terms
Named payment conditions that appear on purchase orders and sales orders.
Payment Terms#
Payment Terms are the named payment conditions you offer customers and quote to suppliers — Net 30 Days, Net 15, COD, Advance 50% then Net 30, and so on. They appear as a dropdown on the header of both Purchase Orders and Sales Orders.
Settings › Payment Terms in the sidebar.
Fields#
Each payment term has:
| Field | Required | Notes |
|---|---|---|
| Code | Yes | Short unique identifier (e.g., NET30, COD) |
| Name | Yes | Display name (e.g., "Net 30 Days") |
| Days | No | Number of days for due-date calculation. Leave empty for non-standard terms. |
| Description | No | Free text elaboration |
| Active | Yes | Toggle; defaults to true on create |
Leave Days empty for free-text terms like "Advance 50% then balance on delivery" where a single due-date calculation does not apply.
List page#
Columns:
- Code (monospace)
- Name
- Days (numeric;
—when empty) - Description (truncated)
- Active (status badge)
- Actions (dropdown)
Filter#
A single Show Inactive checkbox. Off by default — only active terms appear.
Row actions (dropdown)#
- Edit — opens the create/edit dialog with values pre-filled
- Activate / Deactivate — toggles the active flag
- Delete — removes the term (confirmation dialog)
Creating a payment term#
- Click + New Payment Term
- Fill in Code, Name, optionally Days and Description
- Leave Active ticked
- Click Save
A toast confirms success; the list refreshes.
Editing#
Edits use the same dialog. Neriyam sends only changed fields on save.
Renaming or updating a payment term does not change it on existing documents that already reference it. Historical POs and SOs keep the original name. New documents picking the term going forward see the updated version.
Deactivating vs. deleting#
- Deactivate — keeps the term in history but hides it from the payment-term picker on new PO/SO creation. Safe.
- Delete — permanent removal. Only available for terms never used on a submitted document.
Deleting a payment term that is in use is blocked; the confirmation dialog tells you.
Where payment terms are used#
- Purchase Order header — Payment Terms field; optional
- Sales Order header — Payment Terms field; optional
The Days field is informational — it is visible on printed documents and captured for reporting, but Neriyam does not auto-compute invoice due dates from it.
Permissions#
| Action | Permission |
|---|---|
| View | TENANT.VIEW_TENANT or TENANT.MANAGE_TENANT |
| Create, edit, activate/deactivate, delete | TENANT.MANAGE_TENANT |
Related#
- Purchase Orders — where suppliers' terms appear
- Sales Orders — where customers' terms appear
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