Default Account Terms & How To Change Them
The default payment terms on AGG SMART are setup as follows:
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 to the "Notes" field on the "Edit Customer Screen", for a particular customer:
[TERMS:45]
Adding the above flag with give the customer 45day terms on all their invoices. You could change the 45 to say 35 and it would give them 35 days terms.
The above flag can be combined with the additional "End Of Month" (EOM) terms flag shown below:
[TERMS:45],[TERMS1:EOM]
Adding the above flags will give the customer 45 days after the end of the month 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.
In the screenshot below [TERMS:45],[TERMS1:EOM] has been added to the Notes Field. This means that once the "Update Customer" button is pressed, this customer will have 45 days after the end of the month delivery terms.
Changing Account Terms Across Your System
If you'd like to change your terms for all of your account customers, such as having 30 days EOM for all, then contact support@aggsmart.co.uk and we can set this up for you.