Adding a payment policy to a specific customer allows you to keep track of any negotiated deals you may have made with the client for future reference.

To do this:

  1. Navigate to the Directory page
  2. Select your desired contact
  3. Select the edit symbol on the upper right hand corner of the pop up menu
  4. Scroll down to Billing & Payment Settings. Here you may customize the client's tax, discount, payment terms, and terms & conditions options. 
  5. Press Save when completed and the changes will be in your system for the client's next transaction! 

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