The Payment Terms and Pricing Level fields can be set to have default values. Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default values.
- Login to Mothernode
- Go to the Administration tab
- Locate and click the System Defaults menu option
- Within the Profile tab, locate the Billing options to set the default values for the Payment Terms and Pricing Level fields.
- Click Save to finalize changes
In the image above, we see that the default for the Payment Terms field has been set to 1/2 Deposit, balance net 30, and the default value for the Pricing Level field has been set to Customer.