Update Invoice Terms for all Clients to 7 days?

[sitewideuk]

Is it possible to set all clients default invoice terms to 7 days at the same time? I have quite a few clients so this would take a long time to do one by one. I have set the default to 7 in the Invoice customisation but this does not override the client setting.

Thank you in advance
Donna

[rhc]

Hi,
Hoover over Sales on the top menu and click the last line: Invoice customisation. Click on the date field and on the right hand-side opens a window. There you can change the Default Payment terms

Hope this helps

[sitewideuk]

As I said, I have already done this but it does not override what is set under each individual client. If the clients term is set to 14 days it overrides the 7 days set in the Invoice customisation when you send it.

[rhc]

Hi,
I think on the invoice customisation you can only change the terms for future clients/invoices - I think it is not possible for existing clients at the moment.

However, if you have a power user subscription you could add a little code to the custom script. For doing so, hoover over Account Settings at the top menu. Click on Design Customisation. On the next page click on Advanced CSS & HTML Customisation (it’s at the bottom of the page). On the next page click Custom Scripts.
On the custom script page add:

$(document).ready(function() {    

    $('.page-clients-modify #txtterm').prop('defaultValue', "7");
    
    $('.page-sales-create #txttermDays').prop('defaultValue', "7");
    
    $('.page-design-invoicesettings #txtdefaultTerm').prop('defaultValue', "7");

});

Click Activate on the right hand-side and Save File at the bottom.

Hope this helps

Could the quickfile team may check that the code is correct. It is working for the invoice but I am not sure about all the things which happen in the background or other things which are related to the terms

[sitewideuk]

Thank you for this, I have followed the instructions but unfortunately, it doesn’t seem to override the client profile setting still.

I’m open to any further suggestions?

Kind Regards
Donna

[rhc]

Hi,
It’s working on my account.
Have you activated the script? You maybe have to log out and in again, and clean browser cache

[sitewideuk]

Good Morning, I have done that (both logged out and cleared the browser cache, but when selecting a client the ‘Payable within’ box changes from 7 to the number of days in the clients profile.

I’m stumped.

[ian_roberts]

The customisation script that @rhc provided will set the term to 7 days when the invoice editor first opens but it won’t prevent subsequent changes. You would have to create an invoice, select the client (which changes the term to the client’s default), save the invoice and go to its preview screen, then modify the invoice again (at which point the script would fire again and set the term back to 7 days) and save it again with the corrected term. I’ve looked in the code to see if there’s a suitable event to hook into when a client is selected and block the update of the term from the per-client value but I can’t see anything suitable.

The best bet will be to properly change the term on every client I’m afraid - this is something that could be scripted using the QuickFile API but that requires programming knowledge.