When Setting up a customer profile, accurately fill out the company details section. Especially the payment terms
Make sure to accurately input the Net terms in billing details as this info will auto populate due dates throughout the AR/AP process
You will be able to go in and update Customer Profiles with any new info as needed
In the next tab under contacts, you will be able to add your customer billing reps and their contact info
Written by Nick Michalarias
Updated over a week ago