Quote Terms vs. Customer Terms in Load Manager
Quote Terms vs. Customer Terms in Load Manager
Load Manager has separate settings for quote terms, customer terms, and invoice payment terms. These fields are related, but they do not all print in the same place.
Use this article to understand which terms appear on quotes, which terms appear on invoices, and where to update them.
Where to Configure Terms
- Go to Settings.
- Open Configuration Options.
- Find the customer terms and quote terms area.
- Update the needed fields.
- Select Save.
- Generate a test quote or invoice to confirm the wording displays as expected.
Payment Terms
Payment Terms controls the short payment term value that appears in the invoice or quote header, such as Due Upon Receipt, Net 15, or Net 30.
A customer can also have customer-specific payment terms on the customer profile. When a customer-specific value is present, that value can be used instead of the company default.
Customer Terms
Customer Terms is the longer terms text used for customer-facing documents. It can be configured in system setup and can also be entered on a customer profile.
Customer Terms can appear on invoices when Show Customer Terms on Invoice is selected.
Customer Terms can appear on quotes when Show Customer Terms on Quotes is selected.
Quote Terms
Quote Terms is quote-only language. It appears on quotes, not on invoices.
Quote Terms only print when the field contains real text. Blank content, spaces, tabs, and empty line breaks are treated as empty.
How Quote Terms and Customer Terms Print on Quotes
| Quote Terms | Show Customer Terms on Quotes | Result on Quote |
|---|---|---|
| Has text | Unchecked | Quote Terms only |
| Has text | Checked | Quote Terms first, then Customer Terms below |
| Blank or spaces only | Checked | Customer Terms only |
| Blank | Unchecked | No terms text from these fields |
When both Quote Terms and Customer Terms print on a quote, Quote Terms appear first. Customer Terms appear below them.
How Customer Terms Print on Invoices
Invoices use Customer Terms when Show Customer Terms on Invoice is selected. Quote Terms do not print on invoices.
If the customer profile has its own Customer Terms, those terms can be used for that customer. If the customer profile does not have customer-specific terms, Load Manager can use the system-level Customer Terms.
Recommended Setup
- Use Payment Terms for the short due-date wording, such as Net 30.
- Use Customer Terms for standard terms that should apply to invoices, and optionally to quotes.
- Use Quote Terms for quote-only language, such as quote expiration language or pricing assumptions.
- Generate a sample quote and a sample invoice after making changes.
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