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Invoice terms should pull from Client
I have one client that has different payment terms from my default terms. I suggest having payment terms be defined on the client record and pulled onto the invoice from there.
Hi @adlerppt – Thanks for your feedback. Could you tell me more about what invoice terms you want to specify by client?
Cheers,
Samara
(+1) we negotiate different payment terms (Net 30, Net 45, Net 60) with each customer. Sometimes we even negotiate a discount for early payment. It’s a huge pain, now, to go look up what the negotiated payment terms are for the customer in question.
Hi Jim – Thanks for the glimpse into your workflow. I’ll add this to our feature request list for you both. Cheers!
I’m in agreement with Jim, larger customers tend to need longer payment payment terms such as net 30, everyone else gets net 15.
