Bill Terms

Here are the steps to add/edit/delete Bill Terms. To learn more, you can also watch this RELY Online tutorial video:

Bill Terms

To add/edit/delete Bill Terms in Rely, first select the desired company.

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

2. Select the daybook in which you want to add/edit/delete Bill Terms, from the list of daybooks displayed and press Enter key.

3. When Rely prompts 'Invoice Exist! Cannot change the status.', press Enter key.

4. Select Field Setup option and press Enter key.

5. Field Display Setting form will open. There will be a tick-mark in front of the fields which already exist in the daybook and vice-versa.

6. To add any bill-term field in a particular daybook, press Space-Bar key on that particular field. Similarly, to disable any bill-term field, press Space-Bar key on that particular field.

7. Once done, press ESC key.

8. When Rely prompts 'Save Settings in Ref', select Yes option and press Enter key.

9. Now, if you wish to change the name or sign of the bill-term, then select Formulae option and press Enter key.

10. Select the bill-term you want to change and press Enter key.

% - Enter Y if you want to calculate the bill-term amount percentage wise, otherwise enter N and enter the bill-term amount in the entry module.

Prompt - You can change the name of the bill-term from here.

A/C - Select the account with which you want to link this bill-term.

11. Once done, press ESC key.

12. When Rely prompts 'Do you Confirm?', select Yes option and press Enter key. This is how you can enable/disable and edit bill-terms.