How to change Pre-set Payment Term on Imported Clients

[MaLo]

When I am importing clients they are all being set as 14 day payment terms, how can I change this to 30 please?

[Lurch]

There is no payment terms column so I would guess you have your default terms set at 14 days? Change this to 30 days.

[QFSian]

HI @MaLo

If you go into “Invoice Customisation” in the settings, you can change the default payment terms for clients:

If you click on “Issue Date etc box” and then, change the default terms

However, if you have any clients on a different payment term these will remain the same.

Hopefully this will help with any future imports. But if you have any further questions, please don’t hesitate to ask.

[MaLo]

Thanks for the replies and trying to help. I was hoping to set all my customers to 30 days but in one go but I now think that’s not possible, never mind.