User definable default payment terms | Voters

User definable default payment terms

complete

Steven Hambleton

I'd like to be able to set my own default payment terms rather than having to override the default ones for every client I create.

For example: I never charge a deposit, I offer 14 day terms, and I don't charge late payment fees.

May 4, 2022

Geoff Mina

marked this post as

complete

This feature is complete and will be released in our upgrade later this week. You will be able to set the defaults in the "Preferences" section in Workspace settings.

Cathleen O'Grady

I would love this, and also to have the option for my payment terms to be just a free-text field! The statutory UK payment terms don't fit neatly into the format currently allowed (the flat late fee changes depending on the invoice amount, and the interest charged is based on Bank of England rates). It would be amazing if I could just write out the payment terms in text and have it apply as default across all clients.

Geoff Mina

marked this post as

planned

Rebecca Choi

Yes! This would be so helpful. So far, I'm loving Hectic... it's the best PM software out there for my team's needs. But, there are still a lot of things details I'd like to see added - like this!

Melissa Kelley

Yes, please!!! I would imagine we'd access this through our account settings (business)?

One of these days, my ADD brain is going to forget to change the terms (mine are invoice payable on receipt). That memory lapse will probably occur frequently, in fact.

Geoff Mina

I’ll upvote this one!

Steven Hambleton

Geoff Mina: I hope you don't mind the torrent of feature requests, it's just things I'd like to see as I get used to the system :)

Geoff Mina

Steven Hambleton: what good is a democratized product roadmap if people don’t use it!

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