Customer Terms

Establish payment terms for your customers so that you get paid when you want!

Allmoxy provides two checkout flows for you to set your customers up with!

You can establish a default checkout flow that will apply to all new customers in Settings ➡️ Financial, or edit an individual company and change their Checkout Flow (shown below).
1. Pay Before Processing, which requires payment to Submit the Order.

This is Allmoxy's recommended selection, as it ensures that you're getting paid as soon as a customer commits to an order. 

One thing to keep in mind is that changes to the order could cause additional outstanding balances that will need to be collected or the need for you to process a refund to your customer. 

2. Use Credit Limit, which allows a customer to submit an order without making a payment.

This requires that you extend some amount of "credit" to the customer, and they will pay either before shipment or within a certain grace period. 

If utilizing the Credit Limit checkout flow, there are a few more settings to consider: 

Default Status to Charge Customer: Set this at the status that you want the customer to be invoiced at. You can select Ordered, Verified, In Progress, Completed or Shipped. Completed or Shipped is most common. 

Grace Period: Determine the amount of calendar days before customer balances start accruing interest charges. In other words, this operates as a Net10, Net30, etc.