Set global payment terms
complete
K
Katy Dion
It would be helpful to be able to set payment terms globally for all clients (and then tweak individually as needed from there), rather than having to do it individually each time a new client is created. Without that feature, there's a lot of redundancy in entering items. Thanks for considering!
K
Katy Dion
Amazing! I see it now. I had to log back out and in and then it showed up.
Geoff Mina
Katy Dion: 👍
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Katy Dion
I wonder if I'm missing something? Is there a way to set payment terms like number of days to pay and invoice and percentage of late fee globally?
Geoff Mina
Katy Dion: Yes - if you click on "Preferences" in the workspace settings and then click on the "Clients" tab. You will see the defaults for the clients. Days to pay, Late Fee, Default Hourly Rate, etc.
Geoff Mina
complete
This is complete and can be found in the Preferences section of the app.
Dano Qualls
under review