How do you change the terms on the invoice?

How do you change the terms on the invoice?

Load Manager displays "Due Upon Receipt" as the default payment terms on all invoices. You can change terms for a specific customer or change the system-wide default.

Change Terms for a Specific Customer

  1. Go to the Customers tab and open the customer's profile.
  2. Locate the Payment Terms field.
  3. Type in the payment terms you want to display on that customer's invoices (for example, "Net 30" or "Net 15").
  4. Click Save.

Change the System-Wide Default

  1. Go to Settings >> Configuration Options.
  2. Locate the Payment Terms field.
  3. Enter your preferred default payment terms.
  4. Click Save.

The system-wide default applies to all invoices where no customer-specific terms have been set.

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