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Posted by KLK

Account payment terms not automatically selected

Whenever I create a job and subsequently an invoice I have to go back and change the payment terms as they always default to 'cash' despite the correct payment terms being set up in the customers account! can this bug be fixed in the next release please?

KLK  

Posted by Richard

Re: Account payment terms not automatically selected

Thanks for that, have had a look and the payment terms are flowing across from the customer record to the order to the invoice alright on my system.

Can you describe where you are setting the payment terms from i.e. are you settign them via customer details from the main customer window, or from the customer details as loaded from the order details window?

We're releasing a newer version to support EASU in a matter of days, if we can repeat the bug we can fix it and have it ready for then.


Regards - Richard (Easify Developer)

Posted by KLK

Re: Account payment terms not automatically selected

Richard said:

Thanks for that, have had a look and the payment terms are flowing across from the customer record to the order to the invoice alright on my system.

Can you describe where you are setting the payment terms from i.e. are you settign them via customer details from the main customer window, or from the customer details as loaded from the order details window?

We're releasing a newer version to support EASU in a matter of days, if we can repeat the bug we can fix it and have it ready for then.

Hi Richard. Payment terms set in main customers screen, have tried with or without credit limit amount for several customers but when a new job is created payment terms are set to 'Cash' by default?

KLK

Posted by Richard

Re: Account payment terms not automatically selected

The credit limit amount won't affect the payment terms. Whatever payment terms you have selected for the customer will be used as default on the order and subsequently on the invoice.

Here's an example first of a customer whose payment terms are set to Pro Forma.

  [Missing attachment: PaymentTerms1.PNG] 

And here's the same order but with someone whose payment terms are set to 30 Days.

  [Missing attachment: PaymentTerms2.PNG] 


Regards - Richard (Easify Developer)

Posted by KLK

Re: Account payment terms not automatically selected

Richard said:

The credit limit amount won't affect the payment terms. Whatever payment terms you have selected for the customer will be used as default on the order and subsequently on the invoice.

Here's an example first of a customer whose payment terms are set to Pro Forma.

  [Missing attachment: PaymentTerms1.PNG] 

And here's the same order but with someone whose payment terms are set to 30 Days.

  [Missing attachment: PaymentTerms2.PNG] 

Doesnt' work for me Richard, created a new customer with 30days terms, created a new job and when going to the billing tab it still says 'cash' ? Any ideas? KLK

Posted by Richard

Re: Account payment terms not automatically selected

Thanks for the screenshots. We will investigate some more to see how we can re-create the issue you're experiencing.


Regards - Richard (Easify Developer)

Posted by Richard

Re: Account payment terms not automatically selected

Issue has been raised on our bug trackign system and assigned high priority with a fix by date of EASU V1 release. Should be early next week.

Assuming we can repeat the problem  

Will keep you posted.


Regards - Richard (Easify Developer)

Posted by John

Re: Account payment terms not automatically selected

This bug has now been fixed for the next release of Easify.

The issue would occur when raising a new order by right clicking a customer and selecting "Raise New Order" in the "View Customers" window.


Happy to help - John (Easify Support)

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