Inheritance of payments terms

  • Updated

Option to specify if inheritance of payments terms from contact parent is allowed

There is now a new account settings option that allows you to specify if payment terms from contact parents is automatically inherited by ‘children’ contacts.

To choose whether or not payments terms are inherited by a child contact, navigate to [Top menu]Profile (icon)Admin Settings and the ACCOUNT side menu. Click to view ‘Account settings’ and under the Financial part you will see the option to select ‘No’ or ‘Yes’ for ‘allow inheritance of payment terms from contact parents’.

  • Navigate to: [Top menu]Profile (icon)Admin Settings Account side menu Account settings