Set default contact payment terms
This article explains how to set default payment terms for a specific contact, for example 30 days.
Please note that all future invoices for that contact will default to those payments terms. Any existing invoices (including draft invoices) will not be changed. If you want to update any existing invoices, you'll need to edit these manually.
If you have any existing recurring invoice profiles set up for this contact, these will also remain unchanged. If you want to update the payment terms for a recurring invoice, you can edit the recurring invoice profile.
Select the ‘Contacts’ tab at the top of the screen.
Select 'Edit' on the appropriate contact.
Scroll down to the 'Invoicing Options' section and enter the number of days in the 'Default Payment Terms' field, for example 30.
Select 'Save Changes' at the bottom of the screen to complete the process. These payment terms will be used on all new invoices and new recurring invoice profiles that you create for this contact.