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How can we improve the financials?

← Financials

Customize Payment Terms

Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.

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Tracy Jensen shared this idea  ·   ·  Report…  ·  Admin →
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  • Kim Davis commented  ·   ·  Report

    Would like to include Payment Terms on Estimates.

Financials: Estimates & Invoices

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