Contacts: Individual Payment Terms

I agree, please allow the default payment term to be overridden with a per customer payment term located on the customer page.

Great to see users ideas being acted on. The most recent additions are very welcome. As a follow on from the payment terms, it would be great to see the payment terms upgrade added to the contacts tab as well. When setting up a new contact, whether customer or supplier, it would be advantageous to set a default payment terms for that contact.

It's great to see the ability to add individuals on invoicing as our customers are individual patients. It would also be advantageous for individual records to be sorted by surname. It's the way the world searches and it allows for couples to be under the same record.

This is such a pain as we have both commercial & private clients and are often changing payment terms!! Would love this asap!!!

Thanks for your comment rhave  We prioritise changes to Essentials based partially on the popularity of the idea on our idea exchange. We measure this using the votes on the idea. I'd recommend that you vote for this idea if you'd like to see it implemented.

To vote, ensure that you are logged into the Community Forum, and then click the purple 'vote' button just to the left of the original idea post.

Hi, 

I am assisting a client with a MYOB Live Essentials file setup and an important tab from AccountRight is not evident in MYOB Live Essentials - the selling details for customers tab which was in the card file options when using AccountRight. 

Is it possible to get the selling details for customers to be included in the edit customer details screen? Something very simple, similar to AccountRight that makes the customers auto default to the designated terms (e.g. 7 days from invoice date, 30 days from EOM, 30 days from Invoice date etc.). At the moment, MYOB Essentials only gives you the option to change the invoice terms manually for each invoice (if it different to your default terms in the settings area), which means that the bookkeeper will need to know the terms for each individual customer, which can be a hard task when you have over 100 different customers. 

It is a pivotal tool to use for keeping ontop of cashflow requirements and will be a small adjustment to existing contact details. 

Thanks

The lack of this feature is the only thing that is holding me back choosing MYOB.

Please implemet this asap. I have different customers with different terms and I have to use a spreadsheet to keep track and sometimes I forget to add the right terms and the customer gets an incorrect invoice and its very embarassing. 

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 global level and have to change it every time you create an invoice for a customer with different payment terms than what has been set as default.

Can you please look at this asap as this would save time & improve efficiency!

Hi,

We manufacture customised goods. Customers make a 50% deposit up front. Balance due prior to dispatch.

Can MYOB please provide this as a payment option?

If I select prepaid, the emailed invoice goes out with OVERDUE on it. Upsetting customers.

If I put "In a given # of Days" our customers expect delivery on that day. Which is impossible to pre arrange.

Please bring in other payment options. We'd love Balance Due Prior To or On Dispatch.

Thank you.

Yes, this is a must change! So much time and errors with having to update each invoice individually to get terms right for various customers. Please get this improvement sorted!