Forum Discussion

MattHarvey's avatar
MattHarvey
Experienced User
2 years ago

Customer Card Terms

Can someone please tell me how do I check individual customer terms in MYOB Essentials?     Apparently my default settings doesn't apply for any customers I have set up previously to changing defau...
Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

Hi MattHarvey 

 

Thank you for your post. Generally, MYOB Business/ New Essentials works on the principle that there is one set of default terms which applies to all customers . This is set in the Sales Settings >> Payment options screen,  see the detailed information  here - Set up payment details . In regards to checking individual customers payment terms  this field is not exposed in the New Essentials yet .However it can be changed on each invoice, inside the create invoice page it will allows you to change  the default payment terms on the Due date section for each customers. See the screenshot below :

 

 

 

 

Hope this will help! Please feel free to post again I'll be happy to assist.

 

If my response has answered your enquiry please click " Accept as Solution" to assist other users find this information.

 

 

Cheers,

Princess

 

 

 

 

 

 

 

 

 

 

  • MattHarvey's avatar
    MattHarvey
    Experienced User
    2 years ago

    Hi Princess,

     

    I have set my default terms to be last day of the next month but it does say it will only effect new customers.

     

    I have changed the settings in the invoice for old customers and clicked on Save as Default but it doesnt save and just reverts to old terms.

     

    Is there another way to change this?  I have one customer in particular who we invoice ALOT and I want to change their terms so changing the due date everytime is very painful and embarassing if I forget to change it.  

     

    Thanks.

     

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi MattHarvey 

     

    Thank you for the reply. When the customers cards are created in MYOB Business/Essentials the default payment terms are saved against the new card. If the default payment terms are then changed this does not update the terms saved against each card. 

     

    I know time is very important to you, however, in this matter we can only manually change the date of the invoice after selecting the customer and save as default to update the customers payment terms.

     

    Please feel free to post again , I'm happy to assist.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

     

    Cheers, 

    Princess