Overview
The General Settings tab on the Account Details page holds this account's default billing terms, which set when invoices for the account's projects are due.
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
The account must already be created.
How to Access General Settings
Open the account's detail page.
Click the General Settings tab.
How to Set Default Billing Terms
Billing terms set when an invoice for this account is due. The account starts from your company default, which you set under Settings > Commercial > Billing Terms.
On the General Settings tab, find Default Account Billing Terms.
Select a term:
Term | Meaning |
Due immediately | Invoice is due upon receipt |
Net X days | Customer has a set number of days to pay from the invoice date |
When you select Net X days, enter the number of days in Due in X days.
Click Save.
Invoices created for projects under this account use this term to calculate their due date.
Note: Due in X days appears only while Net X days is selected, and it is required before you can save. Click Revert in the save bar to discard your changes.
Best Practices
Set billing terms during initial account setup to ensure invoices are created with the correct payment expectations from the start.
Align billing terms with the terms in your contract or service agreement with the client.
Set your company default under Settings > Commercial > Billing Terms first, so most accounts need no change here at all.