Overview
Set default payment terms for new customers to streamline the customer setup process.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
Settings > Customer
Payment terms
Automatically apply default payment terms to all newly created customers to reduce manual setup.
Enable invoice due dates
Select the option to enable invoice due dates, then define the payment terms.
Set terms using one of the following options:
of the current month
of the following month
day(s) after the invoice date
day(s) after the invoice month
📝Notes
Payment terms set here apply only to new customers
If different terms are required per customer, set them individually via:
Sales>Customers> select customer >Settingstab
Don't set default payment terms
No default payment terms will be automatically applied to new customers.