Users can set up or change default payment terms for their Company by navigating to the My Company section of the Sitemap (Company Profile -> Settings) or simply by using the Welcome Menu (Settings). Once you’ve created these default payment terms, they will automatically be applied to all new Customers you create from that point. Any existing Customers will need to have their Payment Terms updated in their Details page. When you generate invoices for these Customers, the Payment Terms will automatically show up as well. Users can still modify the Payment terms on a Customer level as needed.
