If customers were reminded of their trading terms, it would perhaps reduce the number of overdue accounts.
Can Trading Terms be an available field to add to customer statements?
Thank You
"Customer Terms on Statements"
Hi
I have a client that needs the T&Cs put on their invoices. Atm i am having to add a 2nd PDF page manually.
Any possibility that you could make invoices have 2 editable pages pleae?
cheers
Deb Wilson
Hi Deb, I have 2 invoice types set up for exactly this. Set it up under Set up - Customise forms - Invoices - add your T&C info and save form under a new name. You can even copy and paste into new text box at far bottom so it goes onto a second page that then prints on back of first page. To then select this form for your customer - you then edit under customer card - Selling Details and select that form under Printed Form and it will always default that form for that customer in future. Super easy!
AnnaDJB
I wonder why this field hasn't been created yet.
We have customers on different terms and I have customised statement to 14, 28 and 28+ days as a generic compromise deleting the word 'overdue' thanks to Mike James' post in August.
It would be very helpful to have the trading terms showing.
Jane
Does anyone at MYOB care to comment about this post?? It's been up for a while with no resolution yet.
Has this amendment been considered and approved yet by MYOB?
I'd also like to see the "Average Days to Pay" field available for the statement so that Customers continually paying outside of their terms had the ignominy of seeing that statistic on the Statement.
Any time soon MYOB would be great.
This would save so much time for us and our customers.
This is an absolute no brainer suggestion. Hoping it is implemented in a future release.
Last week I posted the same enquiry - surely this is an easy fix MYOB? Just making that field available in Customise Forms and we can handle it from there.
Any updates please??? The post above is from 2012.
Try using add-on such as www.ezycollect.com.au - this add-on allows an email statement - which identifies all "overdue" invoices - based on payment terms of the individual invoices.
Need customer's statements to show their Terms and credit limits.
That would be a nice addition - except I'm presuming that some invoices (to the same client) may have different terms, eg. I have one client who ordered a lot of product last week, his terms are usually 7 days or COD, but in this instance it was a 30 day invoice - so that wouldn't show on the statement, only the default terms that are on the customer card.
I agree and have voted for it.
Yes that would be a great advantage especially when you have customers on different payment term
