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        Inheritance of payments terms

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        1. Option to specify if inheritance of payments terms from contact parent is allowed

        Option to specify if inheritance of payments terms from contact parent is allowed

        There is now a new account settings option that allows you to specify if payment terms from contact parents is automatically inherited by ‘children’ contacts.

        To choose whether or not payments terms are inherited by a child contact, navigate to My Account -> Administration and the ACCOUNT side menu.  Click to view ‘Account settings’ and under the Financial part you will see the option to select ‘No’ or ‘Yes’ for ‘allow inheritance of payment terms from contact parents’.

        https://help.bigchange.com/wp-content/uploads/2017/12/inherit-payment-terms-from-parents.mp4

         

        Navigate to: My Account -> Administration -> Account side menu -> Account settings

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        Updated on 15th October 2018
        Tagged: account settingschildcontactfinancialinheritanceparentpayment terms

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        1. Option to specify if inheritance of payments terms from contact parent is allowed

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