Fortix systems have Picklists which are selection lists used to populate the Payments Terms data input field in Projects with one of a number of predefined values. This article explains how to create a Payments Terms Picklist.
Click Payment Terms tab under FINANCE section on the Picklist page.
The Picklists – Payment Terms page opens with a list of Payment Terms. Click Add New to Add another Payment Terms.
The address bar link is :/?payment_terms
Add the new Payment Terms Name, Due Date Days and Order of display in the list and if it should be a Default status.
Due Date Days is important to be a numeric value reflecting the days count for the system to calculate the date on which the account would be due.
Click SAVE to commit the changes to the system.
Payment Terms can be Edited by clicking on the underlined Payment Terms. Click Delete at the end of the row to Remove the Payment Terms.