How to Configure Payment Terms in Ply
Payment terms are whatever you've agreed to with each supplier. In Ply, you can set them up once per supplier so they auto-populate on POs.
Step 1: Create a Payment Term
Go to Settings > Company Billing > Payments > Net Terms
Click Create Net Term
Enter:
Name (whatever your supplier calls it: "Net 30", "Net 10 2/5", etc.)
Days until due (e.g., 30, 45, 60)
Early payment discount (if applicable: e.g., "2% off if paid in 5 days")
Click Save
That's it. You're done.
Step 2: Assign to a Supplier
Go to Suppliers > select your supplier
Click Payment Information tab
Click Change Term
Pick the term you just created
Click Save
Now when you create a PO for that supplier, this term auto-fills.
Step 3: Override on a Specific PO (Optional)
If a specific order has different terms:
Create the PO normally
In the Payment Terms field, select a different term
Done
That's It
You've got payment terms set up. When you make a payment, Ply shows:
When it's due
If there's an early pay discount, how much you save and when you need to pay to get it
If you change a supplier's terms later, just go back and update it. All new POs will use the new term.
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