Payment terms

A rule that sets the due date of a customer invoice or a supplier bill.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
NamelabelText I18n
CodecodeConstantYesFixed option from the allowed set for this field.
Net daysnetDaysWhole NumberYesDays after the anchor date. For next-month-day terms, this is the day of month (for example 10).
Due date ruledueBasisConstantYesHow the due date is calculated from the document date.
TagstagIdsTags
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Published bypublishedByUser
Published atpublishedAtDate and Time
Disabled bydisabledByUser
Disabled atdisabledAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

FieldPoints toKind
Tags tagIdsTagsreference

Actions

What you can do with a record. Every action also sends the webhook event financespaymentterms.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new payment term.App · WebMCP · API · MCP · CLI
EditupdateSave changes to this payment term.App · WebMCP · API · MCP · CLI
DisabledisableTurn this payment term off for new use. Existing references stay. Enable it again to use it.App · WebMCP · API · MCP · CLI
EnableundisableTurn this payment term back on for new use.App · WebMCP · API · MCP · CLI
PublishpublishMake this payment term available for use.App · WebMCP · API · MCP · CLI
BlockblockStop edits and deletion of this payment term. It stays visible and can still appear on existing documents. Unblock to edit again.App · WebMCP · API · MCP · CLI
UnblockunblockAllow edits and deletion of this payment term again.App · WebMCP · API · MCP · CLI
ArchivearchiveRetire this payment term from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it.App · WebMCP · API · MCP · CLI
RestoreunarchiveReturn this payment term to active lists and actions.App · WebMCP · API · MCP · CLI
DeletedeleteDelete this payment term and the data that belongs with it. This cannot be undone.App · WebMCP · API · MCP · CLI

States

How a record moves from state to state. Archive and block can happen in any state.

PublishCreatedPublished