When you have credit card processing integrated in the system, it can be helpful to set up payment terms which will be linked whenever a customer is making a credit card payment in Rentopian.
To create an outline of your payment terms and conditions which can be added to contracts sent to your clients, you'll click on Settings in your navigation menu. Then click on Financial / Payments tile.
From your Financial and Payment settings, you'll click on the Payment Terms option.
From your Payment Terms tab, you'll click to add to your location (if you only have one location, it will be selected by default, and if you have multiple you'll be able to add it to all or just one).
To include the terms with all payments, you click the box next to the Set As Default option and a blue checkmark will populate in the box.
Next, you'll expand the details by clicking on the gray arrow to the left of the location option.
After you click the gray arrow, a text box will appear where you can add your payment terms. To require customers to acknowledge they have read and agree to your payment terms before they can complete payment, you'll click the box next to Show payment terms requirement checkbox.
Once you've finished setting up your terms, you'll click the green Update Term button in the lower right.
If you have any questions about payment terms, please reach out to our team.