Billing Terms
A Zoey Account's 'Billing Type' determines how, or when, a customer will pay for their orders. Pre-Pay, Invoice, and Statment billing terms give customers flexible payment terms to prepay each Order, get billed by Invoice, or through a monthly statement.
Billing Type
The Billing Type determines how a customer will pay their orders:
- Pre-Pay: Payment is collected when the order is placed.
- Invoice: Each invoice is sent and paid separately according to its terms.
- Statement: Invoices are grouped into statements and paid altogether based on the statement schedule.
Select Statement to activate statement billing for the customer and configure the statemnt settings.
AutoPay can capture payment for Invoices automatically! Click here to learn more.
Set Billing Type through CSV Import
| Column header | Import value | Details |
|---|---|---|
account_billing_type | prepay, invoice or statement | Case-insensitive. |
account_billing_period | Weekly, Bi-Weekly, Monthly or Quarterly | Statement only. |
account_billing_cycle_start | 1/1/2026 | Statement only. Excel normalized dates accepted based on Locale settings. |
Updated 7 days ago