Payment & pricing
Control every customer's payment and pricing terms
Set credit limits, payment deadlines, custom price lists, and tax rules at the customer level
Different customers need different commercial terms. Lock in the rules once, and every order inherits them automatically.
- Assign a price list to a customer so every order uses the correct pricing
- Set credit limits and payment terms that apply automatically to new orders
- Override delivery surcharges for high-value customers
- Configure tax rates and exemptions at the customer level
- Define recurring pricing rules for meal service or contract customers
- Control commercial terms in one place, enforced across all orders
You set payment terms, credit limits, and price list assignments directly in the customer record. When your sales team creates an order, Catermonkey applies the customer's pricing rules and payment conditions without manual entry.
You can assign a specific price list to a customer, override delivery surcharges, and configure tax settings that match their jurisdiction or billing requirements. Recurring customers see consistent pricing across every order.
Credit limits and payment deadlines enforce your financial policy. You define the terms once; the system checks them at order creation. No spreadsheet lookups, no pricing mistakes.
Who benefits
Business owner
You set credit policy and pricing rules that protect margin and cash flow.
Sales / account manager
You see the customer's payment terms and pricing the moment you open the order.
Accounting
You enforce credit limits and payment deadlines without chasing anyone.