Default Account Terms & How To Change Them

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.

    • Related Articles

    • Search Debtor, Account, On Stop, PO Numbers

      You can do a search for custom words to filter the results. Hover over the i icon in the search button to find the words you can search for. Search blank space to return all customers " ". Search ACCOUNT to return account customers. Search CASH to ...

    • Installing & Setting Up The AGG SMART Sage 50 Connector

      If you are using Sage 50 Accounting, and would like customer credit limits and account balances to sync between Sage and AGG SMART, then you will need to install the AGG SMART Sage Connector to allow this syncing to take place. Prerequisites In order ...

    • Bank Credit Card Decline Codes - NMI

      These are the general codes used by banks when a transaction is declined. Some bank decline codes may be different. Decline Codes - NMI 200 The transaction was declined by the processor. The customer's bank is unwilling to accept the transaction. The ...

    • Xero Credit Limits

      AGG SMART can show customer credit limits when booking in a job. Xero does not output the credit limit through its API, so we need a work around. So, if you update the customer's Xero Network Key with the credit limit, then AGG SMART will use that as ...

    • Quickbooks Online Credit Limits

      AGG SMART can show customer credit limits when booking in a job. Quickbooks does not output the credit limit through its API, so we need a work around. So, if you update the customer's FAX number with the credit limit, then AGG SMART will use that as ...