Set the right payment terms automatically—by client type

Work your way with custom payment terms for residential and commercial clients. You can now set different net terms based on client type, so each job starts with the right payment expectations automatically and helps you get paid on time.

Need more flexibility? You can create custom options or adjust existing ones when the defaults don’t quite match how you run your business or work with specific clients. You can also override these settings at the client level when needed. This helps you stay consistent, cut down on invoice setup, and keep your workflows aligned with how your business actually operates.

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