How do we change the default invoice trading terms, as changing customer terms it still seems to go back to the default invoice terms.
Hi @charlie-m,
The default trading terms for invoices are set at the system level, and they apply to all new customers unless specific terms are set for individual customers.
To change the default invoice trading terms, go to Setup>>Preferences>>Sales tab then click the Terms button. From there, you can adjust the default terms as needed (e.g., due date, payment terms), then save your changes.
For individual customers, ensure you've updated their terms in their Customer Card. Open the customer card under Cards List>>Customer. Update the terms in the Selling Details tab then save your changes.
For step-by-step instructions and additional information, please refer to this link: Credit terms
Regards,
Sai
Hi @suzannengiv,
Sounds like your customer terms are being a bit stubborn.
If the payment terms aren’t sticking after you change them in Settings, it usually means the customer card is still driving them. To make the change “stick” for a specific customer, open their card and update the terms there; that’s what new invoices will follow.
Because this information is stored per customer, the only way to do this in bulk is to export your customer cards, update the terms in Excel, and then import them back using the Import/Export Assistant.
Regards,Genreve
hello, i am experiencing the same issue. i am changing the terms against individual customers, however it is not saving. i have changed the terms in the settings, but it keeps defaulting back to COD.
in addition, can you do a bulk change for all customers please.
Hi Sai
Thanks for that
Regards
Charlie
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