Contact - Add field for payment terms (e.g cash on delivery, late payer)
I want to be able to flag COD clients, so the sales team know to collect payment at the point of sale.
Sharon Miller
shared this idea
Hi team, in lieu of a direct field for this atm as noted in my last response you could add a Note to the Contact record either as a History and Notes note or within the additional notes field by editing the Contact.
We're continuing to track this idea here and will share if there are any updates.
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Amanda Nguyen
commented
It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.
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Fiona Muston
commented
I would like to be able to run a Contacts Report to show the agreed Payment Terms, for both Customers and Suppliers.
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Brandon Scivolette
commented
On a similar note, I have a lot of vendors (Xero contacts). Some prefer to be paid by direct deposit (ACH), others want to be paid by credit card. Adding a note just won't cut it because we can't view the contact notes when viewing or paying a bill. A simple dropdown or checkbox group allowing us to specify if a vendor/contact has a preferred method of payment would go a long way.
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Jan Ross
commented
It would be great if we could flag a client as being a Late Payer so that we can charge an Administration Fee at 14 days rather than 30 days; and also a flag for Payment in Advance, for those clients who can no longer be trusted to pay within 60 days.