# Customer Settings
**Customer Settings** in Supply’d let you manage how your business interacts with customers and tailor the system to fit your workflow. Here, you can set up default options for payments, notifications, and other preferences to suit your operations. These settings help you save time by automating processes, ensure consistency across all customer interactions, and make it easier to manage day-to-day operations efficiently.
In **Customer Settings** you can set defaults for:
* [#customer-defaults](#customer-defaults "mention")
* [Invoice Settings](#invoice-settings)
* [Customer Notifications](#customer-notifications)
* [Customer Price List Defaults](#customer-price-list-defaults)
* [Pantry Defaults](#pantry-defaults)
* [Credit Holds](#credit-hold)
* [Default Operating Hours](#default-operating-hours)
You also have the ability to set [#custom-fields](#custom-fields "mention") for any other details your company may require.
{% hint style="success" %}
These defaults will be applied to all customers unless overridden at a customer level.
👉 See the [managing-customers](https://help.supplyd.co/customers/managing-customers "mention") document for information on how to do this.
{% endhint %}
***
## Adding Your Customer Settings
{% stepper %}
{% step %}
#### Go to Settings
Click on your company name in the top right and select **Settings**.
***
{% endstep %}
{% step %}
#### Select Customer Settings
Scroll down and select **Customer Settings** from the **Settings** menu
\
The **Customer Settings** form will open.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the fields as per the guidelines below:
***
{% endstep %}
{% step %}
### Customer Defaults
**Accepted Payment Types**
Select the payment types you would like to accept from your customers by ticking the relevant boxes.
{% hint style="warning" %}
**Credit Card** is required and cannot be unticked.
{% endhint %}
**Order Minimums**
Select whether or not to apply a minimum order requirement to customers purchasing on Supply'd.
* **No Minimums:** There is no minimum amount of products customers need to order from you.
* **Minimum Spend:** Customers need to spend a certain amount to order from you. When selected, an extra field - **Minimum Spend** - will show for you to enter the minimum spend amount. \
* **Minimum Carton Qty:** Customers need to purchase a minimum number of cartons to order from you. When selected,
**Credit Card Fees**
Select whether or not to on-charge credit card fees.
If on-charged the customer will see the additional credit card fees at the checkout.
When **On Charge to Buyer** is selected, an extra field - **Tax on Credit Card Fees** - will show for you to enter any tax applicable on these fees.
**Tax on Credit Card Fees**
The applicable tax on credit card fees charged to the customer.
{% hint style="info" %}
This field will only show when **On Charge to Buyer** is selected under **Credit Card fees**.
{% endhint %}
***
{% endstep %}
{% step %}
### **Invoice Settings**
**Default Payment Term**
Enter the default payment terms to apply to customer invoices. This will apply from the date of order creation and can be overridden at a customer level if on an applicable plan.
Enter the number of days and select one of the following:
* **Days**
* **Days EOM** (End of Month)
* **Days EOW** (End of Week)
* **Pre-Paid**\
**Show Free Shipping**
Select whether or not to show the shipping line on invoices that have free shipping.
**Allow Online Invoice Payments**
Select whether or not customers can pay their invoices online via credit card through Supply'd.
**Pre-Paid Handled Automatically**
Select whether orders on pre-paid terms are automatically switched to/from status.
**Payment Bank Details**
Enter the payment details you would like to show on invoices. For example, Bank deposit details, if applicable.
**Default Invoice Message**
The default message to be sent with the invoice.
***
{% endstep %}
{% step %}
### **Customer Notifications**
Send automatic follow-ups to customers to remind them to order from you or pay outstanding invoices.
**Delivery Notification Reply Email**
Enter the reply address sent with delivery notifications to customers.
**Invoice Notification Reply Email**
Enter the reply address sent with invoice notifications to customers.
***
{% endstep %}
{% step %}
### **Customer Price List Defaults**
Set your default configuration for generating price lists.
**Products**
Select which products to include in the price list.
**Split By Categories**
Select whether or not items on the price list should be broken up into categories.
**Fields**
Select the fields you would like to include in the price list. To remove a field, simply click the cross beside it.
***
{% endstep %}
{% step %}
### **Pantry Defaults**
Set your default configuration for customer pantry lists.
**Default View**
Choose the default view for the **Customer Pantry** tab - either **Pantry** or **Recently Ordered**.
**Recent Order Count**
Enter the number of orders to be displayed on the **Recently Ordered** screen.
***
{% endstep %}
{% step %}
### **Credit Hold**
Set whether credit hold should be automatically managed by Supply'd.
**Auto Apply Credit Hold**
Specify if credit hold should be applied when a customer exceeds their terms.
Set when the credit hold should apply - **Never**, **Once Overdue**, or a specific number of days (1–90).
**Auto Release Credit Hold**
Select whether or not a customer's credit hold should be automatically released once they have paid all overdue invoices.
***
{% endstep %}
{% step %}
### Default Operating Hours
Select the default operating hours for locations. These determine when deliveries can occur and can be overridden at the customer level. They also serve as the default hours for orders not assigned to customers.
***
{% endstep %}
{% step %}
### Custom Fields
Add custom fields on the **Customers** page to store and manage specific information.
To add a custom field, click . The **Custom Fields** form will appear.
**Field Name**
Enter a name for the custom field. This will be displayed as the label on the production screen for this field.
**Field Type**
Select the type of field for this custom field - **Short Text**, **Long Text** or **Drop Down**.
**Default Text**
The default text to pre-fill this field. Leave blank to not pre-fill this field.
**Required**
Select whether or not the field is a required field, ie. the field must be completed.
Repeat the steps above for any other custom fields you would like to create.
To remove a custom field, click the **X** beside the field name. You will be asked to confirm.
***
{% endstep %}
{% step %}
#### Save
Click to apply your settings.
{% endstep %}
{% endstepper %}
status.
. The **Custom Fields** form will appear.
to apply your settings.