Add Due Dates

Add due dates

Get paid on time without the need to manually chase payments.

Set a default due date for all invoices. The default you choose will be set as payment terms and will be stated in all your invoices. E.g. if chosen 3 days, invoices will state ‘Payment Terms: 3 day(s)’.

Your customers will automatically be sent a payment reminder email after the period you choose. E.g. if chosen 3 days, customers receive a reminder 3 days after receiving an invoice. Customers will receive a weekly reminder, and after 30 days a daily reminder. See more in Automated Procedures.

To set a default due date:

  1. Navigate to Payment Terms under Financial Settings
  2. Activate the radio button under ‘Default’ on the row of the selected due date

To add a custom due date, click on the plus sign and enter the number of days.

Note:

If your company takes payment on site of the job, your default due date should be set as 0

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