Here are the steps for Bill Terms Settings. To learn more, you can also watch this RELY Online tutorial video:



Bill Terms Settings


For Bill Terms Settings, select the desired company.


1. Go to Utilities > Setup > Books and press Enter key.


2. List of day-books will be displayed, select the day-book in which you want to do Bill Terms Settings and press Enter key.


3. Select Formula here, from the list of options displayed and press Enter key.


4. Press Down - Arrow key and select AMTX. Press Enter key.


5. In Percentage % column, enter Y and then press ESC key.


6. When Rely prompts, 'Do you Confirm?', select YES option and press Enter key.


7. Now, select Field Setup and press Enter key.


8. Select Method 2 option here and press Enter key. A tick mark will be seen on the right side.


9. Press ESC key.


10. In 'Save', select YES option and press Enter key.


11. Now, go to Transaction > Sale and press Enter key.


12. List of day-books will be displayed, select the day-book in which you have done bill term settings and press Enter key.


13. Fill in all the details/fields one by one. Enter Discount % and AMTX and net amount will be calculated as per the settings done in the bill term.


14. Once done, press ESC key to save the invoice.


15. This is how you can do Bill Terms Settings in Rely.