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  1. Can you change the payment terms for a customer?
  2. Change the e-mail address for PDF invoices on existing customer
  3. How do I change delivery method and recipient on the invoices?
  4. Can I export my customer/supplier registry from InExchange Network?
  5. Can I upload my article directory to InExchange?
  6. We would like to add a new customer/recipient to our Registry, how do we do that?

Can you change the payment terms for a customer? Follow

Go to page in InExchange Network: Registry\Customers

1. Search for the customer in question in Registry > Customers and then click on Show

2. Click on Edit to edit your customer information.

3. Below Invoice settings you will find a field called Payment terms

Click on the arrow to:

  1. Modify an existing value. 
  2. Choose Add new to create a new payment term.

To save your changes you will need to click on Save

 

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