Overview
The Settings tab on a customer record holds per-customer configuration that affects how their orders are priced, invoiced, and synced to accounting. Three areas are covered:
👥 Access permissions
Only users with access to Customers can view or edit customer settings. Review user roles before granting access.
📍 Location in the app
Sales>Customers> select a customer >SettingsGlobal Search > search for a customer >
Settings
Pricing
Assign a Flashing Price Level (if Flashings is enabled) and a Product Price Level to the customer. These determine the default rates used when products are added to orders for this customer.
📝 Note
By default, no price level is assigned to a customer. When products are added to an order, all available price levels are displayed for selection.
Assign a Flashing Price Level
Select the dropdown arrow under Flashing Price Level.
Choose the relevant price level for the customer.
Click anywhere on the white background outside the form to save automatically.
📝Notes
The rates applied by a price level can be overridden on an individual order if required.
Flashing price levels are created and managed via
Products>Flashings> select an existing flashing orAdd New.
Assign a Product Price Level
Select the dropdown arrow under Product Price Level.
Choose the relevant price level for the customer.
Click anywhere on the white background outside the form to save automatically.
📝 Notes
Once a specific price level is assigned to the customer, only that price rate populates when adding products via the Start typing to add product function.
Product price levels are created via
Sales>Price Level Manager>add price level.
Sales and Invoicing
Four toggle settings control how the customer's orders and invoices behave:
Default new orders to tax free
Place customers on Credit Hold
Enable credit limit
Enable invoice due date
Default new orders to tax free
Automatically marks new sales orders for this customer as tax-free.
Place customers on Credit Hold
Prevents new sales orders from being created for the customer by placing them on credit hold.
📝 Notes
MYOB users: An integration setting under
Settings>Integrationsallows MYOB's credit hold to be used instead of Factory's.A warning appears when attempting to create a new order if the customer is on hold.
Enable credit limit
Assigns a credit limit to control how much the customer can order on account.
📝 Notes
Credit limits are based on the total value of unarchived sales orders that are not in Draft status.
MYOB users: An integration setting under
Settings>Integrationsallows MYOB's credit limits to be used instead of Factory's.If a new order would exceed the limit, a warning appears.
Enable invoice due date
Enables invoice due dates for the customer, automatically applying the configured payment terms to every invoice.
Due dates can be calculated based on:
A specific day of the current month
A specific day of the following month
A number of days after the invoice date
A number of days after the invoice month
📝 Note
Once enabled, payment terms automatically calculate and display the Invoice Due Date on each invoice PDF generated for the customer.
Set invoice due dates
Navigate to the customer's Settings tab.
Tick Enable invoice due dates.
Set the required payment terms.
📝 Notes
The Invoice Due Date field appears on the next invoice generated for the customer.
Payment terms set in Factory do not override terms configured in the connected accounting package.
Accounting
Link a customer in Factory to the corresponding customer record in the connected accounting package, so orders created in Factory automatically generate matching records in accounting.
📝 Note
If
Create customer in accounting packageis ticked when the customer is added in Factory, or if the customer is imported viaSettings>Integrations>Import Customers, the accounting customer is linked automatically.
Link a customer to the accounting package (MYOB, QBO, or Xero)
Select the dropdown arrow under the (accounting package) Customer field.
Choose the correct customer from the list.
Click anywhere on the white background outside the form to save automatically.
If the customer is not listed in the dropdown:
Select
Update accounting dataviaSettings>Integrations.If the customer still doesn't appear, they may be archived, deleted, or not yet added in the accounting package.
📝 Notes
The dropdown list is populated from the connected accounting package.
Once linked, any order created in Factory automatically generates a corresponding order in the accounting package.
Do not send orders to accounting package
When this checkbox is enabled, quotes, orders, and invoices for this customer are not pushed to the connected accounting package, even when integration settings would normally push them.