default terms

Jay Garland
Jay Garland Member Posts: 130
edited August 2018 in Accounts Hosted
When I create a new customer, is there anyway to set the default terms of payment? I usually want "due on receipt" and it would be great if that was automatically input for all new customers. How would I do this?


  • Luke
    Luke Moderator, Reckon Staff Posts: 222 Moderator Moderator
    edited August 2018
    Hi Jay,

    Unfortunately, there is no way of setting a particular term for every new customer that is created. It is something you will need to manually choose when creating the customer in the Additional Info tab. See below:


  • Robert Lee
    Robert Lee Member Posts: 10
    edited February 2017
    Maybe that is something to create for the next upgrade of the system..We only have a single Trading Term and it just save us another mouse click