I’m trying to find a way to identify clients who have different default payment terms. Our standard is 0 days from issue, but I’ve discovered a few clients who are set to 30 days, which causes problems because we don’t begin work until payment is received.
Is there a way to export a client list that includes the default payment terms, or to sort/filter clients by their payment term?
We have too many clients to check them one by one, so I need a way to see all payment terms in one place and correct any that are wrong.
