JodyB
Experienced Cover User
Joined 13 years ago
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Re: Changing Customer Payment terms for all customers
My question is similar to above, there is a new Purple comment under the Drop down payment due box that says "Remeber Terms for this Customer" this does not work will this be something to be looked at or am I doing something wrong556Views0likes1CommentCustomer & Supplier payment terms
It would be great if in the next update of Essentials, we could have the option to mark individual customers or suppliers with payment terms. I have some customers/suppliers on 7 days and some on 30 days eom, it is a pain having to remember every individual contact as to what the terms should be. Also the fact that you cannot click direct into the Contact card, from creating and invoice, to check this is time consuming as well1.5KViews0likes0CommentsQuotes: Delete quote upon conversion to invoice
I have noticed in the New Essentials that when you convert a Quote to and Invoice, the Quote still remains in the Quote list. It would be great if the option was there to delete the quote on conversion "Quote conversion to Invoices"686Views0likes0Comments