Default Account Terms has the following advantages:
New customer accounts will default with the payment terms set in Default Account Terms.
This setting can be modified as needed for individual accounts
The invoice will automatically tell your client when their bill is due
Arborgold's Batch Statement will automatically show overdue accounts based on the client's account terms
You can quickly see which accounts are overdue
Prerequisite: You will need to set up at least one Payment Terms
Add Account Terms
Gear Icon in the top right
Lists
All Lists
Accounting
Account Terms
Add New
Name Terms
Set number of days invoice becomes overdue
Add any Internal Notes for reference.
Set Default Account Terms
Gear Icon in the top right
Company
Defaults
Under New Customer Defaults
Default Account Terms
Use Drop down menu to select most frequently used payment terms
Save
