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Justdoit1's avatar
Justdoit1
5 years ago

How to change Payment Terms for all customers with one click

We have recently changed Payement Terms and I have over 500 customers and this will take me hours to do individually! How do I change the Payment Terms of all invoices at once, rather than going into...
  • Emily_B's avatar
    Emily_B
    5 years ago

    Hello Justdoit1 

     

    My apologies, I did copy the incorrect link there. In this scenario you would be looking at Exporting customer or supplier details. More details on this process can be found in Bulk update customer and supplier cards. but in a nutshell, you'll be looking at File >> Import/Export assistant >> Export >> Cards >> Customer Cards >> and then you will see the following screen in which you can select the aspects you wish to pull for export. 

     

     

    Then, the Help Article above on Import and export fields is one you'll want to refer to in order to see exactly how new information input in the Payment Terms field must be input. Imports can be finicky, so it is important to follow the instructions outlined there as to which numeric codes to use to indicate the new payment terms. 

Emily_B's avatar
Emily_B
Former Staff

Hello Justdoit1 

 

I'm sorry to hear that your experience with our phone based team did not result in more assistance on this matter, and I do apologise for the frustration caused by the lack of this feature.

 

When it comes to updating customer or supplier cards in bulk in AccountRight, this can be done through exporting the existing data, making the edits in bulk in Excel, and importing the amended file back into AccountRight. Our Help Article: Bulk update customer and supplier cards should assist you with this process, and the Help Article: Import and export fields provides more details on what fields are required for a successful import/export.

 

While not as straightforward as a few clicks in AccountRight, I do hope it provides you with a workable solution for the time being. In the meantime, I understand the desire to have this functionality in the software and I have passed on your feedback directly to the appropriate teams. 

Justdoit1's avatar
Justdoit1
5 years ago

Hello Emily,

Thank you for the Link on how to Export. This shows how to export Item information and I'm having trouble working out how to Export Payment Terms. 

Is there a link which shows Step by Step, how to specifically Import Customer Payment Terms please?

 

  • Emily_B's avatar
    Emily_B
    Former Staff
    5 years ago

    Hello Justdoit1 

     

    My apologies, I did copy the incorrect link there. In this scenario you would be looking at Exporting customer or supplier details. More details on this process can be found in Bulk update customer and supplier cards. but in a nutshell, you'll be looking at File >> Import/Export assistant >> Export >> Cards >> Customer Cards >> and then you will see the following screen in which you can select the aspects you wish to pull for export. 

     

     

    Then, the Help Article above on Import and export fields is one you'll want to refer to in order to see exactly how new information input in the Payment Terms field must be input. Imports can be finicky, so it is important to follow the instructions outlined there as to which numeric codes to use to indicate the new payment terms. 

    • Justdoit1's avatar
      Justdoit1
      5 years ago

      Thank you it worked, however I kept it as "Add the Import Data" instead of selecting "Update Existing Data"!!

      Now I have duplicated cards for all my Customers! Oh no! I did a back up earlier today but don't know how to go back to that file. Please can you help?

      • Justdoit1's avatar
        Justdoit1
        5 years ago

        All good! Lucky I did the backup beforehand, so I just restored the back up and then re-did the import with the next payment terms and ensured I selected "Update Existing Data' so as not to DUPLICATE each card.

        Thanks for your help.

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