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Ability to default payment terms on bill plan on project contract from customer level — Cloud Customer Connect
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Ability to default payment terms on bill plan on project contract from customer level

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Summary:

Client wants to default payment terms automatically from customer in AR when creating a project contract. Currently user has to select and enter payment terms manually every time on bill plan on project contract.

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Payment terms are usually defined for a specific customer in AR. While creating a project contract, in the bill plan section, a user has to manually select payment terms for a customer from a list of values of all payment terms. This is very time consuming, redundant, and tedious. Most of the times, the customer payment terms do not change very frequently.

Is it possible to default payment terms from customer level in AR automatically to bill plan of project contract?

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