Editing an specific Customers' Payment Terms


You can edit the payment terms for a customer by opening the customer record then clicking the Details button.

Note that you need to click the Padlock icon (1) to un-lock the terms field. This is to reduce the risk customer terms being changed inadvertently. Then you can select from the available Terms Options (2).

Other Knowledge Base articles that may be helpful:

Creating/Editing Customer Payment Terms Options

Setting the Default Payment Terms for New Customers


Have more questions? Submit a request
Powered by Zendesk