Is it possible to have a separate terms list for customers and suppliers?

Ann_10524711 · September 17

Hello, is it possible to have a separate terms list for customers and suppliers?

We have terms set up for suppliers which we do not want to use for customers. However they do sometimes get used as they are available. For example, in suppliers we used 7 days, 21 days, 30 days. But in customers we only want to use COD and 30 days.

Thanks Ann

Datarec · September 17

There is only one Terms List.

Consider making a term name that is prefixed so that the user selecting the term knows to use specific ones for Customers and the other ones for Suppliers.

Example:

CUST_COD

CUST_30Days

Ann_10524711 · September 17

Thank you for your reply.

How is that done? Do you mean putting a C in front of term for customers for example?

Datarec · September 17

Yes, you can rename a term in the Terms List and put the letter "C" in front of the terms that you want to use only for Customers.

Acctd4 · September 17

@Ann_10524711

In addition, if you add the applicable Terms to the Customer & Supplier records, this will prefill automatically when an Invoice/Bill is generated, meaning staff don’t have to remember which one to select each time 😁

Is it possible to have a separate terms list for customers and suppliers?

Answers

Shaz Hughes Dip(Fin) ACQ NSW, MICB

* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

Accounted 4 Bookkeeping Services

Ballajura, WA

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