Default Account Terms & How To Change Them
The payment terms on AGG SMART are setup by default to be the following:
Cash Customers - Payment on Receipt (i.e. the date of delivery).
Account Customers - 30 days from the invoiced date.
Changing Account Terms Per Customer
You can change the default account terms, on a per customer by basis, by adding one or both of the following flags in the "Customer Notes" field for a particular customer:
[TERMS:30]
Adding the above flag with give the customer 30 day terms on all their invoices. You could change the 30 to say 45 and it would give them 45 days terms.
The above flag can be combined with the additional "End Of Month" (EOM) terms flag.
[TERMS:30],[TERMS1:EOM]
Adding the above flags will give the customer 30 days after the end of the month of the delivery terms.
When adding these flags make sure to remember not to leave spaces, to include the square brackets, leave a comma between them and that the first flag is TERMS whilst the second flag is TERMS1.
Changing Account Terms Across Your System
If you'd like to change your terms for all of our account customers, such as having 30 days EOM for all, then contact
support@aggsmart.co.uk and we can set this up for you.
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