How to set the delivery day, time and notes in your credit forms for each payment method

To add this option to your credit forms follow these steps:

1. Log into Pencil. 
2. Go to: Settings -> Credit Forms -> Payment Terms Settings.
3. For ease, we recommend setting the filter "Active" = Yes.
4. Once you have your active payment terms, on the far right side you can click the "More" under Actions.
5. In the pop you'll see the options to select:
   1. Delivery Day: if you check the box you will then see an additional option to include the Delivery Time for your customer to set.
   2. Delivery Notes
6. Scroll down and Save once complete.
7. Repeat for each payment term and then click on Save Changes at the bottom of the Payment Terms Settings page.

When your customers are on boarding they can set their delivery days, time and add any additional notes.

See video below for demo.