Forum Discussion

charlie-m's avatar
charlie-m
Experienced Cover User
3 days ago

Invoice default dates changing

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

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    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