Supplier and Customer Defaults in Envoice are designed to establish routine behaviors that come into effect whenever documents from specific suppliers are uploaded or sales invoices are created for specific customers.
Once you've configured a supplier or customer defaults, it will be applied only when a new document from that particular supplier is received or when a sales invoice is generated for the specified customer.
It's important to note that changing a defaults rule will not affect existing documents already in the system from that supplier.
What do Supplier & Customer Defaults do?
Supplier Rules (Purchase defaults) or Customer Rules (Sales defaults) allow you to define default settings for the following fields:
Supplier Rules (Purchase Defaults):
Payment Method: Define or modify the preferred payment method for supplier transactions, overriding auto-detection.
Payment Term: Set the default due date in days from the invoice date for efficient payment processing (for compatible payment methods).
Tracking Categories: Automatically apply tracking dimension values to expenses, overriding SmartRecord and general recording templates. Though supplier-specific recording templates will not be affected.
- Line item description: Set the value if you want to override the automatic invoice summary for this supplier. This does not apply for line items based ExactExtract expenses.
Customer Rules (Sales Defaults):
Payment Method: Specify the default payment method to ensure consistent customer sales.
Payment Term: Establish the default due date linked to the invoice date (for compatible payment methods).
Currency: Automate accurate currency usage for upcoming invoices for the customer.
How to Set a Default?
Navigate to Settings > Contacts
Find and open the contact
- Look for "Purchase defaults" or "Sales defaults" and select suitable values for the proposed fields.
By utilizing Supplier and Customer Defaults, you can streamline your invoicing process and ensure consistent default settings for specific suppliers and customers in Envoice.