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Payment terms

The due-date rules you apply to invoices.

Updated October 15, 2026

A payment term tells Werx how to set the due date on an invoice. Net 30 is due 30 days after the invoice date. Due on receipt is due the same day. Werx starts you with the common ones and you can add your own. Accounts connected to QuickBooks Online manage terms in QuickBooks, and the Terms page does not appear.

  1. Click your avatar in the top right and choose Account Settings, then click Terms. Accounts connected to QuickBooks Online do not see this entry; their terms come from QuickBooks.
  1. Click Add Term. Name the term (for example Net 30) and choose how the due date is calculated, then click Save.
  1. Set a customer's default terms on the customer record; you can still change terms on any project or invoice.

Payment terms FAQ

Where do terms get applied?

Set a default on each customer. Projects take the customer's default, invoices take the project's, and you can change either one.

Where is the Terms page? I cannot find it.

Your account is connected to QuickBooks Online. Terms come from QuickBooks and sync when you click Sync Now on the QuickBooks page.