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Under review

Changing client payment terms for invoicing

Levent Yildizgoren 6 months ago in Home Portal updated by Maciej (XTRF Senior Deployment & Training Specialist) 6 months ago 1

Hello,

We would like to change our default payment terms for our clients. It is currently 0 days.

I can see that we can change it by going over each client but I would like to know if there is a way to change it globally which applies to the client profiles that will be created in the future as well.

Thank you very much!

Answer

+1
Answer
Under review

Yes. 

You can apply Multiple Change on selected Clients and pick Payment Terms that should be set on them. 

Setting the default Payment Terms for new Clients is done in Configuration > Clients & Vendors > Clients.

+1
Answer
Under review

Yes. 

You can apply Multiple Change on selected Clients and pick Payment Terms that should be set on them. 

Setting the default Payment Terms for new Clients is done in Configuration > Clients & Vendors > Clients.