Forum Discussion

Elizabeth02's avatar
Elizabeth02
Experienced Cover User
8 months ago

NEW CUSTOMER CARDS

In setting up new Customers cards,  we have to change the Sale Layout and also the Customer Term Information, each time we set up a new card.  Can we change the default settings to our requirements and if so how?   Thank you

  • Doreen_P's avatar
    Doreen_P
    8 months ago

    Hi Elizabeth02,

     

    Thanks for reaching out.

     

    Regarding your concern if you can the default setting, are you referring to the customer terms? If so, you can do this by going to Setup menu > Preferences > Sales tab > Terms button. You can also click here for more information.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    8 months ago

    Hi Elizabeth02,

     

    Thanks for reaching out.

     

    Regarding your concern if you can the default setting, are you referring to the customer terms? If so, you can do this by going to Setup menu > Preferences > Sales tab > Terms button. You can also click here for more information.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

    • Elizabeth02's avatar
      Elizabeth02
      Experienced Cover User
      8 months ago

      Thank you Doreen - questions answered and defaults have been set..

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        8 months ago

        Hi Elizabeth02,

         

        I am glad that I was able to assist you. You can post again if you have any questions or issues in the future.

         

        Best regards,

        Doreen

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