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). 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.
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. The Billing panel shows a No processing fees badge while it is on. See Waive processing fees on an invoice.
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
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