Setting customer payment terms to 30 or 60 days end of month

Question asked by Ryan Collins 7 years ago

Hi,

I've noticed this on the questions board before, just wondering if there has been an update?

A few of my customers have 30 or 60 days end of month payment terms. It's not easy to remember who it is when creating invoices, therefore a manual amend gets missed. Therefore it would be good when creating the customer, to have the option in the invoice default of 30/60 days end of month. I know other accounting packages offer this feature.

Thanks, Ryan

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1 Reply

Hi Ryan,

Unfortunately, currently, you are not able to set two credit terms.

However, you are able to set credit terms either through Settings > Configure System > Invoice Themes > Preferences or you are able to set up default credit terms for each customer. In this case, the first option will default for all invoices, whereas, the second option will default for individual customers and would override the Invoice Themes Preferences Settings.

I hope this has been helpful!

Thanks,

Tommy

Best answer
7 years ago

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