How to Change the Due Date of an Invoice?
Changing the payment terms for an invoice may be necessary to provide flexibility to clients, improve cash flow management, and accommodate negotiations or agreements. It allows for tailoring payment schedules to individual circumstances and ensuring compliance with regulations when required.
Select SETTINGS from the menu bar
In the sidebar select INVOICES
Set the INVOICE PAYMENT TERM
If you want to use this method of setting the payment term, you must activate the "Use only the payment term set by the business type" setting
Payment term can be different for each invoice type
Confirm the settings by clicking SAVE CHANGES
Select CLIENTS from the menu bar
Set the payment term by entering/adjusting the client information in client card. Save the change by clicking on the blue CREATE CLIENT button
When a new invoice is issued, the payment term will be applied by selecting the customer from the list
How to do it?
I. Set a single payment deadline for all customers
Select SETTINGS from the menu bar
In the sidebar select INVOICES
Set the INVOICE PAYMENT TERM
If you want to use this method of setting the payment term, you must activate the "Use only the payment term set by the business type" setting
Payment term can be different for each invoice type
Confirm the settings by clicking SAVE CHANGES
II. Set an individual deadline for each customer
Select CLIENTS from the menu bar
Set the payment term by entering/adjusting the client information in client card. Save the change by clicking on the blue CREATE CLIENT button
When a new invoice is issued, the payment term will be applied by selecting the customer from the list
Updated on: 30/05/2024
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