## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/om/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I configure new payment terms for a customer?

You can configure a new payment term for a customer in two ways:

*   At the customer level and,
*   At the invoice level

To configure payment terms at the customer level:

*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Select the customer for which you want to add the new payment terms and click **Edit** in the top right corner.
*   Scroll down to find the _Payment Terms_ dropdown and click **Configure Terms**.
*   Click **\+ Add New** and enter _Term Name_ and _Number of Days_.
*   Click **Mark as Default** if you want to make this payment term as default.

**Note:** If you set a payment term as default, it will applied to your future transactions. However, you can change it on the transactions page if required.

![New Payment Term](/books/kb/images/contacts/new-payment-term.png)

*   Click **Save**.

The new payment term will be saved in your organisation and can be used for future transactions.

**Note:** You can also configure payment terms while creating a customer by clicking **+** **New** button and following the above mentioned steps.

To configure payment terms at the invoice level:

*   Go to _Sales_ and select **Invoices**.
*   Create a new invoice by clicking **\+ New** button.
*   Enter all the necessary details and click the **Terms** dropdown.
*   Click **Configure Terms** from the dropdown and click **\+ Add New**.

![New Payment Term](/books/kb/images/contacts/new-payment-term.png)

*   Click **Save**.

**Note:** You can also configure payment terms for an existing invoice. To do that, click the edit button on the top bar of the invoice and follow the above steps.