This sets the default Payment terms for your account.

To customize these settings

  1. Select Settings cog from the top menu bar.
  2. Accounts
  3. Invoices
  4. Scroll down to the Default Invoice Payment Terms.
  5. Once you have selected your default settings you will select Save at the bottom of the page.

Handy Hint: If you have specific customers who will have different Payments Terms to your Default Payments Terms, you can Customise the Payment Terms for each customer within the customers card in the CRM.