Changing Default Credit Terms

Question asked by Sharon Petrie 7 years ago

At the moment, when we create a new contact the credit terms automatically defaults to 14 days. As we don't offer credit, we then have to keep remembering to change it to 0 days. Is there a way of changing the default so we don't have to keep doing this? I've looked around the system and can't see anything....

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Hi Sharon,

There are two ways to edit the default credit terms.

1) If you head to Settings > Configure System > Invoice Themes > Preferences > In the Days after invoice date, input 0 days.

2) Alternatively, you can head to Contacts > Customers > Edit > Click the Customer Invoice Defaults tab > Input 0 days for the Days after invoice date field.

All the best,

Tommy

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7 years ago

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