Introduction
What is this feature?
When changing the customer on an invoice, payment term automatically updates to match the new customer's configured payment term.
Why does this matter?
This update ensures the payment term always reflects the correct customer settings.
How does it work?
The update happens automatically in the background. There are no new buttons or screens — simply change the customer on an invoice and the payment term adjusts itself.
Terminology
Term | Definition |
Payment term | The number of days (or specific schedule) a customer has to pay an invoice after it is issued. Example: 30 days after invoice date or End of month + 15 days. |
Default payment term | The fallback payment term configured at the tenant level, used when a customer has no specific payment term assigned. |
How It Works
Edit an invoice and change the customer:
NAVIGATE to the invoice you want to edit.
CLICK the customer field to change the customer on the invoice.
SELECT the new customer
Once the new customer is selected, the payment term on the invoice updates according to these rules:
If the new customer has a payment term configured, that payment term is applied to the invoice.
If the new customer does not have a payment term configured, the default payment term (set at the tenant level) is applied.
📚 This update happens entirely in the background. You will not see any additional pop-ups, confirmation dialogs, or new fields. The payment term simply reflects the correct value for the selected customer.
Examples
Example 1: Switching between customers with different payment terms
You create an invoice for Customer A, who has a payment term of 60 days after invoice date. The invoice payment term is set to 60 days. You then change the customer to Customer B, who has a payment term of 30 days after invoice date. The invoice payment term automatically updates to 30 days.
Example 2: New customer has no payment term configured
You change the customer on an invoice to a customer that does not have a specific payment term set. Qargo applies the default payment term configured at the tenant level (for example, 30 days after invoice date).
Troubleshooting
Issue | Solution |
Payment term did not update after changing customer | Check whether you previously set the payment term manually on this invoice. Manual overrides are preserved and will not be replaced automatically. |
Payment term shows an unexpected value | Verify the payment term configured on the new customer's profile. If none is set, the tenant-level default is applied. |
I want to reset to the customer's payment term after a manual override | Clear the payment term field and re-select the customer, or manually set it to match the customer's configured payment term. |