Giving a customer more time to pay

SydneyFlow
SydneyFlow Member Posts: 50 Reckon Star Reckon Star
in Reckon One

Hi again

I have another question. One of our long term customers is going through a difficult period so we've decided to give them some extra time to pay their invoices.

The trouble is, when I create an invoice it defaults to Due on Receipt and I have to manually change it. Can we assign their own payment term?

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,327 Reckon Community Manager Community Manager

    Hey @SydneyFlow

    What an awesome thing you're doing for your customer! 🙂

    Yes, you can designate a specific payment term to an individual customer which differs from your book's default payment term.

    Its super easy to do as well, simply head into the specific customer's profile and click the Customer tab. You'll see a Payment Terms option which allows you to apply a payment term only to that customer.

    Payment Terms.gif

    When you next create an invoice, the payment term will automatically prefill when the customer is selected.

Categories