setting default payment terms

fayep

Hi
I’m just wondering if it’s possible to change the default payment terms from 28 days? I often forget to set per invoice and it would be really helpful. Thanks!

Katie

Hi Fayep,

Yes, you can change the default payment terms for each client you set up.

From the Sales item on your navigation menu select Clients.
If you’ve already set up the client, click the pencil icon.
Scroll down to the Payment section.
Set the payment terms and click Save.

Hope this helps.

Katie

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