Payment Terms Overview

• What payment terms do
• Where to find payment terms
• The three term types
• The fields every term shares
• Assign terms to a customer
• Who can create and edit terms
• How existing orders are protected
• What your customers see
• Where to go next

What payment terms do 

Getting paid on time is the whole point here. Payment Terms are the rules that tell Allmoxy how much a customer owes at which point in an order — and they're now something you build once and reuse, instead of setting up by hand on every customer.

Here's what changed. Payment terms used to live on each customer's profile as a checkout flow (pay first or credit), a charge status, and an optional grace period. You build a term once ("Standard Net 30," "50% Deposit," etc.), then assign it to as many customers as you want. Change the template later and every customer on it updates together.

Where to find payment terms 

Head to Settings → Payment Terms. You'll land on the list view, where every term you've built shows up. From here you can open an existing term to edit it, or create a new one.

The three term types 

When you create a term, the first real decision is its type. The type sets which fields you'll fill in and how the customer pays. There are three:

• Pay Before Processing — the customer pays 100% up front when they submit the order. Nothing moves forward until it's paid. Best for new customers, one-off buyers, or anyone you're not extending credit to.
• Standard Net — the customer pays when the order reaches a status you choose (say, when it ships). This is your credit-terms setup — Net 15, Net 30, that kind of thing. Their credit limit and order limit still live on the customer's profile (more on that below).
• Deposit Required — the customer pays a deposit up front, then the rest later. You can add an optional middle payment tied to a status, and the balance comes due at a final status. This is the most involved type, so it has its own article.

Pick the ones that match how you actually do business.

The fields every term shares

No matter which type you choose, a few fields show up on every term. Once you know these, every term feels familiar:

• Name — what you call this term internally (e.g., "50% Deposit — Cabinets"). This is also the name your customer sees on their dashboard, so keep it clear.
• Export Name — the name that gets sent to external systems like QuickBooks. It can match the Name or differ if your accounting software expects something specific.
• Type — Pay Before Processing, Standard Net, or Deposit Required.
• Active — a toggle for whether the term is in use. Turn it off to retire a term without deleting it.
• Apply To Customers — the section where you assign this term to specific companies. Same on every type.

Assign terms to a customer 

A term does nothing until it's assigned. There are two ways to think about it, and they land in the same place:

Use the Apply To Customers section on the term itself to attach it to one or more companies at once — handy when you're rolling a term out to a group.

Then, on the individual customer's profile, in the exact spot where you used to pick their terms from a dropdown, you'll now just see the name of their assigned term, along with a link to jump straight to that term if you need to edit it.

One thing that hasn't moved: Order Limit and Credit Limit are still set per company, right on the customer's profile — not on the payment term. The term controls when and how they pay; the limits control how much they can carry. 

Who can create and edit terms 

Because payment terms touch money, not everyone on your team should be rewriting them. There's a Manage Payment Terms permission that controls this.

• It's off by default — you grant it deliberately to the people who should have it.
• With it, an employee can create, edit, and delete payment term configurations.
• Without it, they can still see which term a customer or order is on — they just can't change the term definitions.

So your whole team can stay informed, while only the right people can change the rules.

How existing orders are protected 

This is the part that keeps you out of trouble, so it's worth a minute. What happens to an order that's already in progress if you change that customer's terms?

Nothing. And that's on purpose.

When an order reaches Ordered status, Allmoxy takes a snapshot of the terms in place at that moment and locks them onto the order. From then on, that order's deposit amounts, due dates, and calculations follow the snapshot — not whatever the customer's current terms happen to be. So if you move a customer from "Pay First" to "50% Deposit" next month, their older orders keep behaving exactly as they did when they were placed.

What your customers see 

On their dashboard, they'll see the name of their assigned payment term — so the clearer you named it, the more it does for them. Alongside that, the payment history breakdown works as it always has, showing what's been paid and what's still due. For deposit orders specifically, that breakdown lists each upcoming payment stage so they can see exactly what's coming and when.

Where to go next 

Ready to build one? The setup walkthrough covers every type start to finish:

• Create and Assign Payment Terms — the step-by-step for building a term and putting it on your customers, covering all three types: Pay Before Processing, Standard Net, and the full Deposit Required flow (including what your customer sees at checkout and how to notify them when the next payment comes due).