Ensuring Terms Populate in Standard Sales Order Form: Quick Guide

To ensure that the terms populate in a standard sales order form, follow these steps:

1. Go to the Customer record.
2. Navigate to the Financial tab.
3. Check the Credit Cards sub-tab for provided credit card information and ensure that the Default Credit Card option is unchecked.
4. Alternatively, you can use a Standard Sales Order – Invoice form instead of the default form.

Note: If Default Credit Card is selected, the customer’s credit card information will automatically appear on the Payment tab of a Standard Sales Order form. However, as credit card sales are treated as automatic cash sales, terms will not be applicable in this case.