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Custom Price Lists, Payment Terms

Started by bhoward on Sep 16, 2026 in News & Updates

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4 hours ago#1

We've added two new tools to help you manage wholesale and B2B pricing more easily, plus given the customer profile page a cleaner look.

Here's what's new:

  • Custom Price Lists: Create named price lists (e.g. "BC Customers," "Festivals," "Big Chain Grocery") with your own per-product overrides, then assign customers to a list. When you build an order for that customer, their price list pricing fills in automatically instead of your default pricing.
  • Payment Terms: Set a customer's payment terms right on their profile ? Due on Receipt, Net 15, Net 30, or Net 60. If Auto Pay is enabled for that customer, we'll wait until the term is up before attempting to charge them.
  • A Cleaner Customer Profile: We reorganized the Edit Customer page into a simpler two-panel layout, so company info, contact details, and notes are easier to scan at a glance.

You'll find the new Price List and Payment Terms fields right on the customer profile. Give it a look!