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slhurford
Level 1

Can you change all customers terms at once? eg change all customers to 30days end of month?

 
1 Comment 1
Ken - Product Champion
Content Creator

Can you change all customers terms at once? eg change all customers to 30days end of month?

Hello Slhurford,

 

Thank you for getting in touch.

 

You can modify your company's default terms if you would like using the following steps:

  1. Select the Gear icon in the top-right corner
  2. Select Account & Settings
  3. Select Sales from the left menu
  4. Change the setting Preferred invoice terms to your desired terms

However, if you have any customers set with their own individual default terms, then you would have to also modify them individually:

  1. Select Sales
  2. Select Customers
  3. Select a customer's name
  4. Select Edit
  5. Select the Payment and Billing tab
  6. Change the Terms field to your desired terms.

-Ken