Can I make sure certain customers only see certain payment methods and payment terms? Go to Showroom > Customer Settings. Your customer connections will appear here, if you have any. Click on a customer to access settings specific to this connection. In this example, you can hide or show certain […]
How do I customize what payment methods I allow?
How do I customize what payment methods I allow? Go to Showroom > Showroom Settings. You can choose the payment methods that you allow here. Scroll down to find the existing payment methods you allow. If you’d like to add a new method, click “Add”. Click “Save” at the bottom to finish.
How do I customize my payment terms?
How do I customize my payment terms? Go to Showroom > Showroom Settings. You can customize your payment terms here. Scroll down to find the Payment Terms. If you’d like to add a new payment term, click “Add”. Note that you may add any custom payment term you would like to add […]
How do I customize my terms of sale?
How do I customize my terms of sale? Go to Showroom > Showroom Settings. You can enter your Terms of Sale here. Scroll down to find the Terms of Sale. Click “Save” at the bottom to finish.
How do I customize my invoice address?
How do I customize my invoice address? Go to Showroom > Showroom Settings. You can enter your invoice address here.