By default, Simplicate includes the following payment conditions:
14 days
30 days
Direct debit
You can easily adjust the payment conditions yourself (via Settings > Invoices > payment conditions) by clicking on them. If you need more/different payment conditions, you can easily add them using the ‘+ New’ button in the top right corner.
Under ‘Preferred payment conditions’, select the payment condition that is used most frequently. This payment condition will then be applied by default when creating a new CRM relation.
Please note: correctly applying the payment condition is very important. If you use an accounting integration, this payment condition will also be sent along.
CRM – Preferred settings for invoicing
Now that the settings are configured correctly, you can set the payment conditions per CRM relation. Go to CRM > Click on the company or person > Invoicing > Preferred settings for invoicing.
Under payment condition, select the agreed payment condition. For every invoice you send to this relation, this payment condition will therefore be applied automatically.
Please note: you can still deviate from this per project and per invoice.