Settings: Default Payment Terms
Learn how the Default Payment Terms setting gives the CRM a standard payment position to use when creating quotes, invoices, and other commercial documents.
Thought Process
The Default Payment Terms setting is there to give the CRM a normal payment position to work from. In many businesses, one set of terms is used most of the time, so it makes sense to let the system treat that as the default.
This helps reduce repeated manual selection and keeps commercial documents more consistent. It is a simple setting, but it can save time and help prevent mistakes where the wrong payment terms might otherwise be used.
What This Setting Does
Sets a standard payment position
The CRM can use one chosen payment term as the default starting point for quotes, invoices, and similar records.
Saves time
Users do not need to keep selecting the same payment term every time if one option is normally used most often.
Keeps documents more consistent
A default setting helps create a more consistent commercial approach across the account.
Can still be reviewed
Even with a default in place, the business can still check whether the chosen payment term remains the right one over time.
Simple Walkthrough
- Go to Settings.
- Open the Default Payment Terms section.
- Select the payment term that should be used as the account default.
- Save the setting.
- Review quotes or invoices if needed to confirm the correct payment terms are being used.
Getting the Most From This Setting
Choose the terms used most often
Set the payment terms your business uses most frequently so the default genuinely speeds up daily work.
Review it when commercial policy changes
If your business changes how it invoices customers, revisit this setting to make sure it still reflects the correct default position.