Setting up Payment Terms in Better Clinics allows you to control how and when payments are due from your clients. You can set standard due dates, mark terms as default, and choose how the system handles due dates that fall on weekends.
🔧 How to Set Up Payment Terms
To get started:
Go to the Settings
Under Clinics, click Payment Terms.
In the Payment Terms section, scroll to the bottom and click Add.
Now fill in the following details:
Term Name: Give your payment term a clear name (e.g. “30 Days from Issue”).
Description: Add any notes or internal references.
Net Due: Choose how the due date is calculated:
Days after issue: e.g. 7, 14, or 30 days after invoice date
Day of current month: e.g. the 15th of the current month
Day of next month: e.g. the 5th of the following month
Custom date: select a specific due date
Status: Set the term as Active or Inactive.
Default Term: Tick this if you want this payment term to be the default for new invoices.
Weekend Adjustment: Tick this if you want due dates that fall on a weekend to be moved to the next Monday.
Click Save once all details are added.
Using Payment Terms When Invoicing
To apply your saved payment terms when creating an invoice:
Invoice your selected client
Click Advanced Options.
Select Custom Fields.
Enable the Payment Terms field.
Choose the desired payment term from the dropdown.
Click Save.
Once selected, the due date will update based on the term you've applied.
Offer Flexibility While Staying in Control
Clear payment terms don’t just benefit your clinic—they also give your clients clarity and flexibility around how they pay you. With this new feature in Better Clinics, you can:
Standardise how and when clients pay you
Offer flexible due date options that suit different client needs
Save time by applying default terms across all invoices
Create a smoother, more professional invoicing experience
Whether you're running solo or managing a busy clinic, Payment Terms help you stay in control while offering a better payment experience for your clients.