We need to be able to apply Payment Terms to Individual Customers. We suggest for this to be an option to be set up under the customer details.
Currently you can only set the payment terms at a...
Hi There,
Just moved over from Account Edge to Essentials and noticed that when I'm allocating payment terms, it needs to be done on each Invoice instead of doing it once in the Customer Card as per Account Edge (see attached).
Also, when I'm creating a new Invoice, the Income I 'Allocate to' (eg: Contract Revenue) needs to be entered on every line of the Invoice instead of doing it once in the Customer Card as per Account Edge (see attached).
Same goes with Tax Type, I should just be able to enter it once in the Customer card and then these details automatically fill in when creating each Invoice (see attached).
I moved over to Essentials thinking it was going to make my life easier.
Thankyou.