How to set default Payment Terms for customers?

Using my Dolibarr CRM/SRM Modules
1

When creating new third party, there is no info about payment terms. After creating it, payment terms can be changed (see image).

How do we setup so that a specific payment term (14 days) is set as default for all new customers? I have searched in Setup->Dictionaries->Payment terms but there is no “use default” in there. Also, why is this field not shown during the creation of customers, but only afterwards?

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2

Hello :slight_smile:

you can do this, with Setup, Default values/filters/sorting

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Good continuation

3

Hi

I don’t get it. Since “Payment type” is not showing during customer creation, how can it be set with “Default values/filters/sorting”?

4

I use this to set the default language to a customer during creation, because the field “default_lang” is visible during creation, so it gets set. But “Payment type” is not shown, and I cannot set it.

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5

Hey :slight_smile:

Sorry for this, I thought that te payment terms selector was on the create form

It is possible to do this with a trigger on COMPANY_CREATE action
more information with this link : Triggers - Dolibarr ERP CRM Wiki

Good continuation

6

Good morning,

You may also, although the solution is slightly different, set the option
MAIN_DEFAULT_PAYMENT_TERM_ID ► With ID of a payment term, will use this as default payment term each time you create a new proposal, order, invoice (customer and supplier)
The default payment term would thus appear when you create a new proposal, order, invoice (but not when you create a new third party).

But if you manage with triggers don’t hesitate to share your code since it seems indeed more relevant to set a default payment term at the level of the third party.

7

Thanks for the suggestion.

Instead of fiddling around with triggers, I will add this as a feature request. I feel that default payment terms should be something that’s defined in the core. I see no reason having to specify it everytime and everywhere, it should be a global value affecting all clients and invoices. Then, for the special case, it should ofcourse be possible to change it for single instances.