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NEW CUSTOMER CARDS

Elizabeth02

In setting up new Customers cards, we have to change the Sale Layout and also the Customer Term Information, each time we set up a new card. Can we change the default settings to our requirements and if so how? Thank you

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Doreen_P

Hi @Elizabeth02,

Thanks for reaching out.

Regarding your concern if you can the default setting, are you referring to the customer terms? If so, you can do this by going to Setup menu > Preferences > Sales tab > Terms button. You can also click here for more information.

Feel free to post again anytime if you require further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen

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