default terms

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  • Question
  • Updated 3 years ago
  • Answered
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?
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Jay Garland

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Posted 3 years ago

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Luke, Employee

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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:



Luke.
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Robert Lee

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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