Payment Terms - Membership Billing

[NicoleMZ]

It would be a nice feature to have the customer's payment terms automatically set on their invoice when generating a Membership invoice. A lot of times commercial customers, which we have, have custom payment terms and it is tedious to manually have to change their payment terms.

[NicoleMZ]

I also have a similar idea for Late Fee Interest Invoices: COMMUNITY-I-2677

One other thing I would add to this is that the invoice type should match the payment terms. If I choose the invoice type as Net 30, why do I need also go into the payment terms and manually choose Net 30 as well?

[pblwayne]

https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2569 

Here's the direct link to the Idea. Everyone really needs to upvote this. Using the system default payment terms when creating membership invoices is horrible. We set the payment terms on the customer profile for a reason. All invoices generated need to use the customer payment terms. Otherwise, there's no reason to even have the option to select payment terms on the customer.

[gotobrandi]

Agree & upvoted in community ideas

[NicoleMZ]

COMMUNITY-I-2569

[LBabayan]

Hi @NicoleMZ 

Thank you for this feedback. Payment terms are manually added due to security reasons but I can see how immensely helpful your idea implementation can be. This needs to be shared on the ideas page with the team: https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!