The payment terms set in your accounting software are automatically imported into Easy1. The available choices are displayed in a list.
If you want a default payment term to be shown when loading invoices, it is necessary to specify the desired default payment term as "Standard."
- Go to 'Administrator' from the User Home.
- Navigate to "Masterdata" in the left sidebar and then click on "Payment Terms."
- Select the payment term that you want to set as the default for invoices by clicking the three dots on the right. Select 'Set as default'.
From now on, all invoices will have the default payment term assigned. You can always change it within the invoice if needed.