Assign a term to a customer

When you assign a term to a customer, it becomes the default term whenever you record transactions, such as AR sales invoices, related to that customer.

1. Go to Accounts Receivable > All > Customers.

2. Find the customer for whom you want to add a term.
3. Select More actions > Edit at the end of the row..
4. On the Additional information tab, find Invoicing details.

   Term is the first item.

5. Use the dropdown list to select the customer's Term.
6. Select Save.

1. Go to Accounts Receivable > All > Customers.

2. Find the customer for whom you want to add a term.
3. Select Edit next to the Customer ID.
4. On the Additional information tab, find Invoicing details.

   Term is the first item.

5. Use the dropdown list to select the customer's Term.
6. Select Save.