DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Where to enter terms and payment advice?


#1

I’ve just started using Manager and have version 15.1.91. So far, I love it.

However I’ve searched everywhere and can’t figure out how to add terms and payment advice to my invoices. I’ve managed to find variables for terms_and_payment_advice and payment_advice_cutaway but searching the forum on how to enter this information points me to a setting that I can’t see. Any advice?


#2

Those variables are obsolete. To enter terms and payment advice, simply enter it to Notes field on sales invoice itself.


#3

Good to know. Thanks.


#4

Lubos, is it possible please to attach payment terms inside the customer set up as we have clients who have terms of payment ranging from 7 to 45 days and they find they keep forgetting to put in the correct payment terms for each specific customer thanks


#5

Right now, it’s not possible to set default payment terms per customer. I do plan to implement this before end of this year.


Default payment terms per customer
#6

Hi Lubos, similar to bbas our customer payment terms range from 7 days to EOM after EOM. It would be much appreciated if you could include EOM after EOM when you are setting up this new feature. Thank you.


#7

Re entering Terms Of Payment- Just wondering please Lubos, if you are any closer to setting default payment terms per customer. I realize we have about 55 days to go before the end of the year, but you said around the end of July that you planned to implement a default payment terms per customer by the end of the year- thanks so much (I just have several clients asking if this feature is really going to be added)