How to Set Up Invoice Due Dates

Setting a default due date ensures consistent payment terms across all your invoices while giving you flexibility to adjust individual invoices when needed.

Accessing Due Date Settings

1. Go to Settings
2. Scroll to the bottom and click Invoicing
3. Select Invoicing Details
4. Find Invoice Payment Due Date

Setting Your Default Terms

Choose Your Timeframe:

• Enter the number of days (like 14 days)
• Select time units - days, weeks, or months
• Match your business cash flow needs and industry standards

Examples:

• 14 days for quick payment
• 30 days for standard business terms
• 1 week for immediate payment needs

Saving Your Default

Apply Changes:

1. Enter your preferred timeframe
2. Click Save at the bottom of the page
3. All future invoices will use this default due date

Overriding Individual Invoices

While the default applies automatically, you maintain flexibility:

1. Go to customer closeout for invoicing
2. View the automatically calculated due date
3. Change the date for specific circumstances (like making it due on the 1st of the month)
4. Individual changes don't affect the default setting

Benefits

Default due dates provide consistency in your payment terms, reduce the need to manually set dates for each invoice, ensure you maintain regular cash flow expectations, and give customers predictable payment schedules while preserving your ability to customize terms for special circumstances.