Apply Billing Schedule at Transaction Line Level

Users can apply Billing Schedules at the transaction line level.

To do this, you must first customize the following transaction forms to show line item billing schedules:

• Sales orders
• Online order forms

1. Go to Customization > Forms > Transaction Forms (Administrator).
2. On the Custom Transaction Forms page, click Customize next to the transaction form you want to change.
3. In the Name field, enter a name for this form. For example, you might name it Billing Schedule Sales Order.This name appears in the Custom Form field on transactions.
4. Click the Sublist Fields subtab.
5. In the Show column, check the box next to Billing Schedule to show the billing schedule column when you view the transaction.

Now, when you choose this custom form in the Custom Form field on transactions, you can choose a billing schedule for each line item.