Auto generate payment terms
There is an option to enter payment terms in the contact record in Zoho Books, but the payment terms field in estimates are not auto generated, which they should.
2
votes
Claudine
shared this idea
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James Polcyn
commented
Has this been solved? This causes a lot of extra work for order processors to have to verify terms of a given customer BEFORE they make an estimate, sales order or the like. Most ERP systems support this. Zoho?