I am using v8.6 and trying to go back and modify a customer to allow them to have Net30 terms. I know when I imported them originally, I had a column for setting the # of days for terms. I cannot find that in the menu system anywhere, and I could not find it in the manual. I am sure there must be a way for a user to create customers and assign terms or alter existing customers payment terms.
I may just be looking in the wrong place. Can someone point me in the right direction?
That was the issue. I thought I remembered seeing this field before, but for some reason I could not find it in my production system. It seems my update did not work correctly. Quite frustrating the update process has become. I think I will just run a backup, scrap my VM instance, and start a fresh one with a fresh install. I will try to restore my backup and see if that helps. If not I will just import all the data again and manually key in the past 8 days worth of transactions to get caught up.
Regardless, the update process let me down and the “Credit Limit” heading is not even on my menu.
Thanks for pointing out the use of the demo site to check against. That put things in perspective.
I can spin up another instance faster than trying to fight with fixing whatever might have gone wrong with the update I ran 10 days ago.
Actually, I think I might try running another update just to see what happens. That may replace some of the things that has my system acting strange and allow the user interface to update properly. It would just as strange if that worked though.
Since I am going to kill it anyway, I might as well give it a try (after a backup or course)
Although it may not be what you want to do, and make sure you have backups first etcetc, have you tried resetting the customer doctype to defaults? This should clear any customisations youve made but should bring back the payment terms hopefully. Just a thought