Apply a Payment Term to a Customer

Applying a payment term to a customer will require that payment terms have been created prior to completing the steps below. For more information, please see the tutorial Add or Edit a Payment Term

Once you have your payment terms entered into FlexiBake, you can now apply them to your customers as necessary. Payment terms can be set individually by customer, allowing you to control early payment discounts and payment-due deadlines.

To assign a customer to a payment term:

1. Navigate to the Sales Centre then click the Maintain Customers button.
   
   
2. Select the Customer and double click or click Edit in the bottom left corner.
   
   
3. Click on the Billing Details tab.
   
   
4. From the Payment Terms drop down select the applicable payment term.         
5. Click OK to save the changes. 

Please note that adding a default payment term to a customer will not affect any open sales orders for that customer. Only sales orders placed after this change is applied will reflect the new default payment term.

You can also apply a payment term to a specific sales order. To see how, check out our article Apply a Payment Term to a Sales Order.

A video walkthrough of this tutorial can be viewed by clicking play below: