Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could automatically have 30 day payment terms, but ones that fall under other sources have 7 day terms.

ADMIN RESPONSE

Jan 10, 2017

Hi Ashley, This is currently something that you can do within a customer setup. Once your source is selected you have the option to set default payment terms. Are you wanting the process to be automated so that as soon as you create the source, the payment terms are populated?

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Create different payment terms, depending on the source of the account?