Conveniently access, manage, and apply late payment terms to customer invoices, even while in the field, using the GorillaDesk mobile app.
How does it works?
Late payment terms help enforce timely payments by applying a fee when an invoice remains unpaid past its due date. Here’s how it works:
The term due date determines when a late payment fee will be added to the invoice.
The due date is the specified number of days after the invoice date by which payment must be made.
If no payment is received by the due date, a late payment fee will be automatically added as a line item to the invoice.
The late payment fee can be either a percentage of the invoice balance or a fixed amount.
Manage your Terms Template
You can add, edit and delete you payment term templates within the mobile app.
Open an invoice and select the 'Add Terms' from the invoice option list.
On the 'Terms' screen, tap on 'Open Terms', this will open the prompt where you have the options to add, manage or select from your available terms template.
'+ Add New Template' - Enter the required term details as follows:
Term Name
Term Due Date - Payment is due within a specified number of days after the invoice date. For example, "Net 30" means the payment is due 30 days after receiving the invoice.
Late Payment Fee ( $ or % ) - A late payment fee will be added as a line item to an invoice after the due date.
Terms - Enter additional information here to describe your term template.
(Please note that leaving the 'Term Due Date' and 'Late Payment Fee' blank will automatically turn the template as a regular word term.)
'Manage Template' - Choose the template you want to edit or delete.
Assigning Payment Terms to Invoice and Estimate
Within the mobile app, you can only add terms to an existing invoice.
Open a job, go to the Invoice section, and tap the button with the three dots.
Select the 'Add Terms' option to view the list of term templates.
Choose a template, confirm the selection, and save.
Step 1
Step 2
Step 3
Meanwhile, you can add terms to an estimate either during its creation or while editing it.
Assigning Payment Terms to Customer Location
Assigning specific terms to a customer location will automatically apply them to invoices assigned to that location.
Go to the Customer account
Open the customer's service locations
Tap the 3 dots on the location you will assign the term and edit the location
Scroll to the very bottom, you will find the 'Payment Terms' dropdown. Open the dropdown and choose the term template
Save you changes.
Please take note of the limitations of payment terms:
The payment fee will not be updated on existing invoices if a term template assigned is updated or deleted.
Late payment fees will not be applied to invoices created with a past date.
You cannot change the payment terms on an invoice that has a partial or paid status.
The 'Late Payment Fee' item cannot be edited or removed unless you change the terms to open terms.