Enhanced interface
Assign a term to a customer
When you assign a term to a customer, it becomes the default term whenever you record transactions, such as AR sales invoices, related to that customer.
Permissions and other requirements
| Subscription | Accounts Receivable |
|---|---|
| Regional availability | All regions |
| User type | Business |
| Permissions | Customers: List, View, and Edit |
Go to Accounts Receivable > All > Customers.
- Find the customer for whom you want to add a term.
Select Edit at the end of the row.
On the Additional information tab, find Invoicing details.
Term is the first item.
- Use the dropdown list to select the customer's term.
Select Save.
Go to Accounts Receivable > All > Customers.
- Find the customer for whom you want to add a term.
- Select Edit next to the Customer ID.
On the Additional information tab, find Invoicing details.
Term is the first item.
- Use the dropdown list to select the customer's term.
Select Save.
