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  • change payment terms

    Is there a quick way to change the payment terms for all customers?

  • #2
    you can set it up when you enter the customer information. you can also change the default pay term.

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    • #3
      If you want to change the payment terms for all of your customers, right click on the payment term in the options page and then left click on assign to all customers.

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      • #4
        To edit your payment terms, click on the options section along the left side of your screen.

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        • #5
          Select the payment terms tab.

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          • #6
            Green signifies the default setting. This is what each new customer's payment terms will default to unless you tell Gopher otherwise.

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            • #7
              To change the default settings, RIGHT click on the payment term you want to be the default. Then LEFT click on the pop up menu if you either want to assign this default to every customer or just to new customers from this point onward.

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              • #8
                To review a specific customer's payment terms, make sure you are on the customer section. Choose a customer and click the edit button.

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                • #9
                  Click on the billing tab and then choose the desired payment term in the drop down box. When finished click ok.

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