Invoice > Terms is Not Defaulting to Customer Record Default Terms
Scenario: Customer record has set a default Terms but Invoices created do not follow the default Terms.
Check if the Sales Order is assigned or has any item assigned to a Billing Schedule. If yes, it is a standard behavior that the Sales Order and Invoice will follow the Billing Schedule Recurrence Payment Terms set on the schedule, and will override the Customer record default Terms.
The System's hierarchy for Terms within a transaction is as follows:
- Terms set in Billing Schedule
- Terms set under Customer Record
- Preferred terms in Accounting List of Terms
Please also note that even if you change the
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