> 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)

Customer 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. Every property under the customer uses these settings unless you set Property Billing for that property.

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)


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