Change the payment due date or terms on invoices

  • 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.

Change the default due date for all customers or suppliers

  1. Go to Settings, then Business Settings, then 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 and then 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, then enter the number of days.
  4. Select Save.

Hide the due date on sales invoices

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

The next time you create a sales invoice, the due date field will not be shown 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. Click Edit in the panel on the right-hand side of the invoice and then edit the Due Date or Terms and Conditions fields as needed.
  • New invoice. Create the invoice, and then edit the Due Date or Terms and Conditions fields as needed.
  1. Click Save. Your changes are applicable only to the invoice.