Settings

Settings – Billing Settings

The Settings button opens the customer's billing settings, where you can define customer-specific default billing values. The settings include:

• Payment Terms — the payment terms to be used for the customer
• Default Invoice Template — the invoice template used by default for this customer's invoices
• Default Reminder Template — the reminder template used for payment reminders
• Invoice Late Payment Interest — customer-specific late payment interest as a percentage
• Sales Account — the accounting sales account
• Receivables Account — the accounting receivables account
• Collection Ban — prevents collection measures on this customer's invoices
• No Billing Surcharge — disables the billing surcharge for this customer

Save changes by clicking the Save button at the top right of the page.

Tips and Notes

• Customer-specific billing settings override the system's general default settings — if specific terms have been agreed for a certain customer, they should be recorded here.
• Electronic Invoice Details must be filled in carefully so that invoices are sent correctly as electronic invoices and not, for example, by email.