Setting Default Payment Terms for Your Organization and Customers

Automatically apply the right payment terms to every invoice

What It Does

You can now set default payment terms at both the organization and customer level. This helps automate invoice due dates—saving time and reducing manual errors.

How It Works

• Organization Default:
  Set your company-wide default under Organization Settings > General > Billing Settings. This applies when no customer-specific term is defined.

• Customer Default:
  Set a default payment term per customer by going to the Customer Details page. This will automatically apply whenever you invoice that customer.

• If a customer has a default, it will be used.

• If not, the org default will apply.

If you'd like to create custom payment terms they can be created under Organizational Settings -> Financials.