New Customer Default Terms

In CenPoint you can set defaults for when new customers are created.

This page will show two things:

1. Manage these Customer defaults. 

2. Create/Edit Terms for payment.

Term: The rules or agreement between the customer and supplier surrounding payment for services.

Customer Defaults on Portal

Edit New Customer Defaults on Portal

Go to More → Company/Branch Info

Then double click on your branch or select the Ellipsis → Modify

In the Job & Report Options tab you can modify your Customer Defaults including the new customer default terms and what the standard default for report printing

New Cust. Default Terms: These are the agreements between you and the customer regarding payment. In the above screenshot COD stands for Collect On Delivery, Net 15 signifies the customer has 15 days with which to pay, Net 30 signifies 30 days to pay, etc...

Report Options: These adjust the types of reports you will create. Will all of our customers need custom Field Tickets or Work orders because of the nature of the service we provide? Do we need a custom invoice, or will a standard one suffice? 

These are the defaults you can set to make creating a customer easier.

Apply To All Brings up a window asking if you'd like to apply these settings for Custom Invoice and Cert. Payroll respectively as the default for all current and future customers.

Add/Edit Terms on Portal

Go to More-> List Management -> Quotes, Jobs, & Invoices -> Terms

It will bring up this window.

Click Open to edit an existing task.

Click the + to add a new task.

This is an example of the window that will open when you select Open or Add (+)

Active: Marks if this term should show up on the list of options from the dropdown menu of terms on a Job or on Customer Defaults

This is a COD term: Signifies if this is a COD (Collect On Deposit) term

Notify on Job entry: Marks if you want a note to pop up when you try to create a job

Due in: Lists how many days before the payment is due.