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Set Payment Terms at the Customer Level
If you serve both residential and commercial customers, you no longer have to hand-edit the due date on every invoice for your net-terms customers. Set payment terms once on a customer's profile, and every future invoice for that customer applies them automatically.
This article covers how to set, use, and remove customer-level payment terms.
Status: This feature is in early alpha testing and may not be available on your account yet.
What you can do with customer-level payment terms
Turn on custom payment terms for an individual customer.
Choose Upon (receipt, start of work, or completion of work) or Net (a number of days, like Net 30)
Have that term apply automatically to that customer's future jobs and invoices — no need to set it on each one.
Turn the setting off at any time to revert that customer back to your org-wide default payment term.
Who Can Do What
Role | What they can do |
Any Pro | Can set, change, or remove customer-level payment terms |
Customer-level Payment Terms on the Web
To set payment terms for a customer:
Open the customer's profile.
Go to the payment method section and find the Payment Terms toggle.
Turn on custom payment terms.
Choose Upon (receipt, start of work, or completion of work) or Net, and enter the number of days.
Save your changes.
📌 Note: Once set, this term applies automatically to that customer's future invoices — you don't need to re-enter it each time.
Remove or Revert Customer-level Payment Terms
Open the customer's profile.
Go to the payment method section and find the Payment Terms toggle.
Turn the toggle off.
The customer reverts to your org-wide default payment term.
Good To Know
Customer-level only: This sets terms for one customer at a time. Setting default terms by customer type (for example, all commercial customers at once) is not part of this release.
Applies going forward: Terms apply automatically to that customer's future jobs and invoices. Invoices already created before you set the term aren't changed retroactively.
Per-invoice override still works: You can still manually change the due date on an individual invoice, the same as before.
Frequently Asked Questions
Can I set a default payment term for all my commercial customers at once?
Not in this release — this version sets terms per customer, one at a time. Defaulting by customer type is on the roadmap.
Does this change invoices I already sent?
No — it only applies to new invoices created for that customer going forward.
Can I still override the term on a single invoice?
Yes — setting a customer-level term doesn't remove your ability to manually adjust an individual invoice's due date.
Does this work on mobile?
Not yet
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at 858-842-5746.