Customer Settings
Default customer settings in Supply’d ensure consistency, reduce errors, and improve efficiency for a seamless ordering experience.
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:
You also have the ability to set Custom Fields for any other details your company may require.
These defaults will be applied to all customers unless overridden at a customer level.
👉 See the Managing Customers document for information on how to do this.
Adding Your Customer Settings
Customer Defaults
Accepted Payment Types
Select the payment types you would like to accept from your customers by ticking the relevant boxes.
Credit Card is required and cannot be unticked.
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.
This field will only show when On Charge to Buyer is selected under Credit Card fees.
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.
If enabled, when a customer pays via Online Payment, the charge is captured immediately, effectively locking the order. No further changes can be made, and the order cannot be marked as "Unpaid" after payment.
Note: Online Invoice Payments are only available for custom customers.
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.
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.
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.
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.
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.
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