Commercial Accounts · updated 2026-09-29
How to set the billing cycle and payment terms of a commercial account
The "Billing cycle and terms" box decides when statements close, when they are due, how the customer pays and who receives them. It is the same box in the create modal and in the drawer's Account tab.
- ## Open the Account tab
Open the customer drawer and click the "Account" tab. The box "Billing cycle and terms" is below "Status and credit". - ## Pick the billing day
In "Bill this customer" choose "Every week" (then "On": a weekday, Friday by default), "Every two weeks" (then "First billing day"), "Every month" (then "On day": "Last day of the month" or a day from 1 to 28) or "Every N days" (then "Every how many days" and "Counting from"). The default is every month on the last day of the month. - ## Choose how the account pays
"How this account pays" offers "Card online (Stripe)", "Check" (the default), "ACH or bank transfer", "Wire transfer", "Zelle" and "Other". With card, "The statement gets a card payment link when the balance matches the total." The other options are payments received outside the app that you record by hand. - ## Set the payment terms
"Payment terms (days)" is how many days the customer has to pay; 0 means due on receipt. "Terms count from" is "Statement close" (the default: every invoice on the statement is due on the close day plus the terms) or "Delivery date" (each invoice is due on its own delivery date plus the terms, so older deliveries are due sooner, and the statement is due on the earliest of them). - ## Decide on emails and automation
"Order confirmation emails go to" chooses who gets the order confirmation: "Whoever placed the order" (the customer's email), "Nobody (statement only)", or "Requester and statement recipients" (the customer's email plus every statement recipient, each one sent once). Turn on "Send the statement automatically at close" to close and email statements with no review; leave it off to review each draft first. In the Account tab you can also require "PO number required on every order". - ## Set recipients, memo and pricing defaults
"Statement recipients" takes one email per line ("The statement email, with links to each invoice, goes to all of them."). "Memo printed on every statement" adds a note. Under pricing defaults, "Tax exempt", "Sales tax (%)" and "Fuel surcharge ($)" set what every order for this account starts with; leave them blank for the company default. - ## Save
Click "Save settings" (it is enabled once something changed). The toast reads "Account settings saved".
What happens next
- New terms apply to statements closed from now on. Statements already sent keep their due date.
Troubleshooting
I left the Account tab and a dialog appeared.
"Unsaved changes": "The account terms you edited were not saved. Leave this tab and discard them?" Click "Keep editing" to go back and save, or "Discard" to leave.
Net Terms, PO Required and Credit Limit are gone from the Details tab.
For an account customer they live only in the Account tab, so there is one place to change them. The Details tab says so and has a link: "Open the Account tab".
Related guides
- How to close and send a statement to a commercial account
- How to use the credit limit and account status of a commercial account
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