Service Terms can be used in a client account to track various account information like a UPS/FedEx number, tax options, discounts, grace periods, and more.

Go the Account tab of a client account then click on Service Terms. Create a new one if needed. Add the carrier/account information in the first tab. Be sure to set the begin date. An end date is not needed. The service terms will automatically be applied to every order the customer has.

In the Payment Terms tab, discounts and tax exemption can be noted.

In the Payment Options tab, a PO or credit card information can be added.


Once the service terms are applied to an order, the various information will show in either the Logistics tab and/or the Billing tab.