video1.0<iframe src="https://www.loom.com/embed/aa3deae2a7b74abbb8ab363c26fd7b70" frameborder="0" width="1660" height="1245" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12451660Loomhttps://www.loom.com12451660https://cdn.loom.com/sessions/thumbnails/aa3deae2a7b74abbb8ab363c26fd7b70-f3e18ebfdb52a939.gif457.129This Loom explains how to set up Terms customers and process payments for their invoices. It shows creating a customer (Roger T. Myers) with a credit limit of 25,000, selecting a Terms type like Net 30 to generate due dates, and ensuring overwrite credit limit is off to prevent ordering beyond the limit. After generating an order under Terms, the invoice is marked pending until payment is applied within the customer’s 30 day window. It then demonstrates using the pay now option to apply partial payments, including a check payment for 388 with a pending balance of 1,000, and later completing payments so the remaining balance reaches zero.