Setting invoice and payment terms for customers

Setting invoice and payment terms for customers


Setting invoice and payment terms for customers



In this video (2:28) we will cover the following topics-

  1. Contacts report 
  2. Create or search for a contact
  3. Invoicing and payment section on the account page
  4. Credit limits and associated warnings
  5. Payment terms
  6. Credit terms
  7. Deposit percentage or waiving deposit requirements
  8. Days after booking deposits are due



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