Forum Discussion

Mastac's avatar
Mastac
2 years ago

Due dates

Hi Can we please have help with having a way of when setting up both customers and supplies we can add due dates fixed for each customer or supplier. For example some of our supplier are 30 days fro...
  • Earl_HD's avatar
    Earl_HD
    2 years ago

    Hi Mastac,

    Thank you so much for your post and welcome to the Community Forum!

    We're aware that the invoice terms shift when choosing a customer, and this is a known behavior. In MYOB Essentials/Essentials, when creating customer cards, the terms get saved based on the current default Sales terms. If the default sales terms are later modified, it doesn't automatically update the terms saved for each individual card. Unfortunately, these fields are not currently accessible in the browser interface, preventing visibility or editing.
     

    As a temporary solution, you can manually adjust the due date of the invoice after selecting the customer to ensure accurate terms are applied. Set up your payment details

     

    Feel free to post again and one of us will be happy to assist you.
    Regards,
    Earl
     

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi Mastac,

Thank you so much for your post and welcome to the Community Forum!

We're aware that the invoice terms shift when choosing a customer, and this is a known behavior. In MYOB Essentials/Essentials, when creating customer cards, the terms get saved based on the current default Sales terms. If the default sales terms are later modified, it doesn't automatically update the terms saved for each individual card. Unfortunately, these fields are not currently accessible in the browser interface, preventing visibility or editing.
 

As a temporary solution, you can manually adjust the due date of the invoice after selecting the customer to ensure accurate terms are applied. Set up your payment details

 

Feel free to post again and one of us will be happy to assist you.
Regards,
Earl
 

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