Change the payment due date or terms on invoices
Description
  • Change the default due date (30 days) for all, or individual contacts
  • Update payment terms for all, or individual contacts
  • Set a due date or payment terms ad hoc when creating an invoice
  • Change the default number of credit days for invoices
Cause
Resolution

Change the default due date for all customers or suppliers

  1. Go to Settings, then Business Settings. Select Record and Transaction Settings.
  2. Under Customers or Suppliers, in the Days before invoices overdue box. Enter the required number of days.
  3. Select Save.

The next time you create a sales invoice, the due date defaults to the number of days you entered.


Change the default due date for an individual customer or supplier

  1. Go to Contacts, then select Customers or Suppliers. Select the required customer to open their record.
  2. Select the Payment Details tab, then in the Payment Terms section select the EditPencil icon button.
  3. Select the Credit Terms check box. Enter the number of days.
  4. Select Save.

Hide the due date on sales invoices

  1. Go to Settings, then Business Settings. Select Document Preferences.
  2. In the Contact Details & Addresses section, look under Customer Information. Untick the Show due date option.
  3.  

    Select Save.

The next time you create a sales invoice, the due date field won't show on the PDF. Invoices created before disabling the show due date option will still show their due date. To remove this make an edit to the invoice or void it and create a new one.


Change the due date or payment terms on a sales invoice

  1. Go to Sales, Sales Invoices.
  2. Open an existing invoice or click New Invoice:
    • Existing invoice: Select Edit in the panel on the right-hand side of the invoice. Edit the Due Date or Terms and Conditions fields as needed
    • Create the invoice. Edit the Due Date or Terms and Conditions fields as needed
  3. Select Save. Your changes apply only to this invoice.
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