> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/customers/set-a-customers-billing-profile-payment-terms-tax-exempt-autopay.md).

# Set customer billing (payment terms, tax exempt, autopay)

The Customer Billing section of **Billing** on the customer page is where you set how the account is billed. Edit it to set the billing address, the payment terms (the net number of days before an invoice is due), whether the customer is tax exempt (with the exemption details), and whether autopay is turned on.

The panel also lists the account's saved payment methods, where you add a card or bank account, plus free-text billing notes. Billing notes and tax-exemption details keep the line breaks and blank lines you enter, including when viewed from a property, quote, or invoice. Every property under the customer uses these settings unless you set Property Billing for that property. Its **Purchase Orders** section is where you record the PO numbers this customer issues you (see [Put a customer purchase order on an invoice](/revenue/invoices/put-a-customer-purchase-order-on-an-invoice.md)). This section only appears when your business has Purchase Order capture turned on and you have View Invoice; adding or editing a purchase order also needs Create Invoice.

If your business has Purchase Order capture turned on (the Custom Fields tab under Settings → Quotes or Settings → Invoicing), the form also offers a **Default PO Number** — for example a standing blanket PO — that prefills onto new quotes and invoices for this customer. See [Custom fields and PO numbers on quotes and invoices](/revenue/quotes/custom-fields-and-po-numbers-on-quotes-and-invoices.md).

If your business allows processing-fee waivers (Settings → Invoicing → Payments), the form's Billing options also include **Never charge processing fees**: every new invoice for this customer starts with processing fees waived, and each invoice can still be changed on its own. When you turn it on and the customer has open invoices that still charge fees, Save asks whether to waive fees on those open invoices too (**New invoices only** or **New invoices and the N open invoices**); otherwise invoices that already exist don't change. The Billing panel shows a **No processing fees** badge while it is on. See [Waive processing fees on an invoice](/revenue/invoices/waive-processing-fees-on-an-invoice.md).

You can ask Essential about a customer's payment terms, tax-exempt status, or whether they're set up for autopay from the customer page.

> **Where to find it:** On the customer page, expand Billing, then use Edit in Customer Billing

## Related guides

* [Saving a customer's payment methods](/customers-and-work/customers/saving-a-customers-payment-methods.md)
* [What the customer page shows](/customers-and-work/customers/what-the-customer-page-shows.md)
* [Create a customer](/customers-and-work/customers/create-a-customer.md)
* [Making a customer active or inactive](/customers-and-work/customers/making-a-customer-active-or-inactive.md)
* [Merge or split customer accounts](/customers-and-work/customers/merge-or-split-customer-accounts.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://learn.withessential.com/customers-and-work/customers/set-a-customers-billing-profile-payment-terms-tax-exempt-autopay.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.