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How can I apply a net based payment policy to my charge account companies?
How can I apply a net based payment policy to my charge account companies?

Here's how you can set a default payment policy for a company

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Learn how to create a Net Payment Policy from your account settings here.

When adding/editing a Company in the Directory, you'll be able to assign a new Default Payment Policy toward the bottom under Payment Terms:

This'll guarantee that regardless of the individual contact on the Project, it'll always apply the Company's Payment Policy.

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