A customer wants to know how to define default settings for customer invoices.
In order to define default settings for customer invoises, you first have to find the customer via Search customers or the Super search field in the top right corner. Once you have found the customer, you can open the customer card to see more information about the customer.
Here you click the Finance menu, where you to the right may e.g. enter a contact and payment terms, and mark if a discount is given. Afterwards, you click Update.