How to Use Payment Terms in Invoices
Apply installment-based payment schedules to sales, purchase, or expense invoices for better financial clarity and future payment tracking.
🧭 Welcome to Mores Software
Your Central Hub for Smarter Business Management
Thank you for choosing Mores Software. This guide will walk you through the first steps to start using the platform effectively.
🔑 Step 1: Access the Platform
Open your browser and go to:
👉 ui.mores-soft.com
You'll be greeted with the login screen. Enter your credentials and click Login.
🏢 Step 2: Select Your Company
Once logged in, the first thing you'll see is a Company Selection Panel.
- Choose the company you want to work with.
- This helps the system load relevant settings, data, and permissions tied to that company.
🌿 Step 3: Choose Your Branch
After selecting your company, choose the branch location (if applicable).
This ensures that the data you work with is filtered specifically for that branch's operations.
✅ Tip: You can change your company or branch later by clicking the top-right profile menu.
🧾 How to Use Payment Terms in Invoices
🔁 Step-by-Step Guide
1️⃣ Prepare the Invoice
- Create your invoice as usual
- Fill out the invoice header and add all product line items
- Keep the invoice in Draft state
2️⃣ Apply a Payment Term
- Scroll to the bottom section of the invoice
- Under the General tab, find the Installment Template dropdown
- Select the desired Payment Term
⚠️ Note:
If your preferred payment term does not appear, it may not have been made available for the current module.
🛠️ How to Make a Payment Term Available:
To enable a term for use in a specific module:
- Go to: Purchase and Sales → Payment Term Template
- In the list view, click the arrow on the left side of the relevant term
- Assign the applicable usage by checking:
- Sales Invoices
- Purchase Invoices
- Expense Entries
- Click Save to confirm
Now the term will be visible in the invoice form.
3️⃣ Review the Installments
Once a payment term is selected:
- All installment entries will be automatically generated below the invoice
- You'll see each installment's:
- Percentage
- Due date (calculated from invoice date)
- Amount
4️⃣ Finalize the Invoice
- After reviewing the installments, click Approve (top-right corner)
Your invoice is now officially linked to the payment schedule. The installment details will be reflected in cash flow forecasting, accounts receivable/payable, and financial reports.
🧠 Summary Benefits:
- Installment-based payments become automated
- Accurate due date tracking and future cash planning
- Seamless integration across sales, purchases, and expenses