Managing customer default terms

  1. Select My Company > Profile > Customer Default Terms.
  2. Specify values for these fields in the Business Terms section:
    • Additional Discount (% Off list)
    • Tax
    • Labor Tax
    • Upcharge (Markup %)
    • Payment Method
    • Payment Terms
    • Comments
  3. Specify values for these fields in the Shipping Terms section:
    • Shipping Policy
    • Freight Terms
    • Shipping Carrier
    • Shipping Method