How do I change my billing terms? : Formitize Help Desk

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Modified on: Fri, 22 Jul, 2022 at 3:32 PM

The billing terms on your account can be updated in the Web Portal > Settings Cog > Accounts > Invoices > Billing Terms.

On the App > login > settings > default invoice payment terms > make change > save.

You can also have billing terms for customers individually in the CRM, contacts > edit pencil > billing terms.

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