--- title: Payment and Customer Terms description: Education and Guidance --- [Skip to content](https://faq.elecate.com/faq/payment-terms#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en) # Payment and Customer Terms 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** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-17-2026-02-16-48-3647-PM.png?width=670&height=302&name=image-png-Apr-17-2026-02-16-48-3647-PM.png) 2\. Select **Application Codes** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-17-2026-02-17-40-4773-PM.png?width=670&height=299&name=image-png-Apr-17-2026-02-17-40-4773-PM.png) 3\.  The Application Codes window opens. Use the **filter or search bar** and type **Customer or Payment Terms** to display only the relevant entries.  ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-17-2026-03-47-21-1803-PM.png?width=670&height=311&name=image-png-Apr-17-2026-03-47-21-1803-PM.png) ### **Field Definitions** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-23-2026-09-30-24-5756-PM.png?width=670&height=422&name=image-png-Jun-23-2026-09-30-24-5756-PM.png) **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. |     - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - [Mobile Apps](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#mobile-apps) - [Legacy Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#legacy-development) - [Elecate User Guide](https://faq.elecate.com/faq/elecate-user-guide?hsLang=en) - [Elecate Mobile App](https://faq.elecate.com/faq/elecate-mobile-app?hsLang=en) - [Elecate Shopping Cart](https://faq.elecate.com/faq/elecate-shopping-cart?hsLang=en) - [Elecate Academy](https://faq.elecate.com/faq/elecate-academy?hsLang=en#main-content) - [User Guide](https://faq.elecate.com/faq/elecate-academy?hsLang=en#user-guide) - [Upcoming Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#main-content) - [Upcoming Core Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#upcoming-core-releases) - [Integrations](https://faq.elecate.com/faq/integrations?hsLang=en) [![Chill listening crop-3](https://faq.elecate.com/hubfs/Elecate_pri.svg "Chill listening crop-3")](https://www.elecate.com?hsLang=en) Help Center Copyright © 2026, Elecate