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Terms

Last post 05-05-2014 8:55 AM by Method_Adam. 1 replies.
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  • 04-30-2014 7:33 AM

    Terms

    How do I set the same invoice terms for all invoices created?

  • 05-05-2014 8:55 AM In reply to

    Re: Terms

    Hi Marcelo,

    There are two ways to go about doing this. The stock actions on screen are to input the Customer's terms when you select the customer.  So the simple non-customized way is to ensure that each customer has the same terms.

    The other way would be to remove this action on the action set on the Customer dropdown. Then set the default value for the Terms field. This way it will set the term each time the screen loads.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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