Payment and Customer Terms define the agreed-upon conditions between your company and your clients regarding the timing and method of payment for catering and event services. Each term configured here becomes a selectable option on customer records, proposals, and invoices — establishing clear expectations for both parties from the moment an event is booked.
By maintaining a standardized Payment and Customer Terms list, your company can:
- Set consistent billing expectations across all customers and events
- Reduce payment disputes by clearly communicating terms on every invoice and proposal
- Segment customers by their negotiated payment arrangement for financial reporting
- Enforce deposit and payment policies through the system rather than verbal agreements
- Support Finance and Accounting workflows with structured term references
Navigation
1. At the top of the screen, on the right side click on Gear Icon
2. Select Application Codes
3. The Application Codes window opens. Use the filter or search bar and type Customer or Payment Terms to display only the relevant entries.
Field Definitions
Main fields
| Field | Type | Description |
|---|---|---|
| ID | Auto-generated integer | System identifier. Read-only. Assigned automatically on creation (e.g., 865). |
| Code | Text | The name of the payment term as it will appear on customer records, proposals, and invoices (e.g., "Net 7", "Net 30", "50% Deposit Required"). Use language your clients will recognize and that is appropriate for your contracts. |
| Code Type | Dropdown | Categorizes this entry within the Codes system. Must be set to CustomerTerms for payment term entries. The dropdown includes multiple code types — selecting the wrong one will miscategorize the entry. See the full Code Type list below. |
| Is Active | Toggle (ON/OFF) | Master switch. Controls whether this term is available anywhere in the system. Set to OFF to hide without deleting. Default: ON. |
| Desktop | Toggle (ON/OFF) | Controls whether this term appears in the internal desktop application dropdowns. Set to ON for terms available to your internal team. Default: ON. |
| Web | Toggle (ON/OFF) | Controls whether this term appears on the Elecate Online Portal / web-facing forms. Set to ON only if clients should be able to select their own payment term online. Default: OFF. |