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Credit terms

How do I add or change credit terms?

Hi Elaine,

Thanks for visiting the CoreBridge Support Portal!

CoreBridge has six Credit Terms: five preset "Net" terms and a Custom one that's defaulted to be a Cash Customer. The custom credit term can have its downpayment rules customized, and the net terms can have multiple settings changed to handle defaults, grace periods, and credit limits in various ways. 

If you have any in-depth questions about how to get these terms to behave in a specific way, please submit a ticket so that we can work with you on this!


Jacob B

Customer Support 

1 person likes this

Can I get one of our Credit Terms to be:
Pay Upon Pick Up

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