Change Default Payment Terms

General settings

You can customize the default payment terms by going to your Settings and selecting Invoicing from the left side menu.

Edit payment terms on a customer

You can edit the payment terms of a customer by clicking the edit tab under customer actions once you are on the customer you want to edit the terms for.

Click 'more advanced options.'

Adjust the customers net terms by clicking the default terms dropdown.

Click Save.

Edit payment terms on an invoice

You can edit the payment terms on an invoice by clicking the edit button under invoice actions once you are on the invoice you want to edit the terms for.

Click 'more advanced options.'

Adjust the invoices net terms by clicking the payment terms dropdown.

Click Save.

note

Note that this will only change the default terms for new subscriptions, new invoices, and new customers.

Please contact us if you need help bulk changing the terms for existing subscriptions, invoices, or customers.