Set receivables preferences

Use Menu > Receivables > Settings > Receivables preferences to configure company-wide defaults for accounts receivable transactions. The available Default term applies to supported sales transactions only when neither the customer nor the transaction supplies a more specific term.

Before you begin

You need permission to update Receivables settings. Decide which preference must change and confirm the intended company-wide default.

To set a receivables preference

1. Open Menu > Receivables > Settings.
2. Select Receivables preferences.
3. Select the preference category.
4. Change the preference value.
5. Select Apply.

The available Terms category contains the Default term preference. QuickStart uses this term on sales transactions only when neither the customer nor the transaction specifies a term.