xtraCHEF: Get Started With Payment Terms

In this Article:  

• New Payment Terms
  • Import Payment Terms
  • Add Payment Terms  
• Edit and View Payment Terms  
  • Edit Payment Terms
  • View Payment Terms
• Additional Resources

New Payment Terms

Import Payment Terms

If your xtraCHEF account is integrated with QuickBooks Online, you can import your existing payment terms directly from QuickBooks. Begin by navigating to the gear icon > Payment terms. Select the Import Payment Terms from QuickBooks Online button at the top of the page. If your account is not integrated with QuickBooks Online, this button will not appear on your screen. Check out .

To import your payment terms from QuickBooks Online, choose Import from the pop-up. This will automatically add any payment terms from QuickBooks into your xtraCHEF account. The payment terms will be available for immediate use in the Vendor Hub once they've been imported.

Add Payment Terms

Navigate to the gear icon > Payment terms. To create a new payment term, select the +Add Payment Terms button.

Fill out the pop-up window with the relevant information, including what you'd like to call your payment term and how the terms will work with your vendor(s). Try out your terms by selecting Calculate from the Let's test the due date for the term defined section. If your due date calculates as expected, press Save to immediately add the new payment term to your xtraCHEF account. 

Edit and View Payment Terms

Edit Payment Terms

Navigate to the gear icon > Payment terms. To edit existing terms, first select a specific payment term from the list so that it turns blue. The Edit Payment Terms button will now become available, so select it now. 
 

This will reveal the same pop-up window you used to create a new payment term. Edit the fields as needed, and select Save. Your changes will immediately take effect. 
 

View Payment Terms

If you need to double check a certain payment term, select it from your payment terms list so it turns blue. The View Payment Terms button is available to select. Press it to advance. 

Again, you will see a pop-up window with the same information you entered to create the payment term. If you need to make changes to the payment term, select the Edit Payment Terms button instead. 

You'll see your payment terms reflected in the xtraCHEF Vendor Hub. To add your payment terms in the Vendor Hub, choose Select Payment Terms and choose your selected term from the drop down menu.

Additional Resources