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How to Configure Your Default Payment Terms

Default payment terms for new invoices are set under Settings → Templates → Invoice Defaults, not under Company. Go to Settings → Templates.

Steps

  1. Go to Settings → Templates.
  2. Click the "Invoice Defaults" tab.
  3. Under Invoice Fields, set "Default Payment Terms" (for example, "On Receipt").
  4. Click "Save." New invoices will use this term unless you override it.

Related Articles

  • How to Navigate the Templates Section
  • How to Set a Default Invoice Due Date
  • How to Add Custom Fields to Templates

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