Forum Discussion

KezB's avatar
KezB
Experienced User
5 years ago

Modifying Customer's credit term details

I have changed a customer's credit terms from COD to a 30 day account, but it still prints as COD on the invoices.  Everything is set up the same as my other customers, but I can't get it to change. ...
Sales
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi KezB 

     

    Has the invoice you are printing been created before or after updating the terms of the Card?

     

    The reason I ask this is that the terms of a card will apply to any new transactions created for the card. So if its an older invoice i.e. created before the change, the old terms would still apply to that invoice. Should you be requiring to update previously recorded invoices with the new terms, this can be done by opening the invoice and updating the Terms (top right of the Edit Sales window).

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi KezB 

 

Has the invoice you are printing been created before or after updating the terms of the Card?

 

The reason I ask this is that the terms of a card will apply to any new transactions created for the card. So if its an older invoice i.e. created before the change, the old terms would still apply to that invoice. Should you be requiring to update previously recorded invoices with the new terms, this can be done by opening the invoice and updating the Terms (top right of the Edit Sales window).

  • KezB's avatar
    KezB
    Experienced User
    5 years ago

    Thank you Steven.  Your answer was correct and this job had been created before the terms were changed!

    :-) 

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