QBP: Ability to preset the Due Date for Invoices (edited)
Instead of the default 30 days, in client settings you should be able to change their default billing terms to a custom amount of days.
Comments
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I would like to be able to preset all invoice due dates to be Net 10. Sometimes I forget to adjust that date before sending it to clients and its a pain. I never have anything due a month out. Everything is 10 days. I little more ability to customize things like that would be nice.
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Agreed! Each client has has an agreed Terms. Some are Due on Receipt, others might be 7, 15 or maybe 30 days. But once established with the customer, the Terms are set. We, the Simplifi user, should be able to set a default Term for each customer in number of days from 0-100.
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Yes please! My payment terms are net 15. It is a pain the neck to enter the due date on every invoice I sent out.
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We have added invoice terms that allow users to set the due date for invoices and save a specific due date term for each client. These options are available when creating a new invoice!
We hope this meets everyone's needs here!
-Coach Natalie
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I found a duplicate request for preset due dates in invoices/per client, so I merged it here. Please note the latest update on this enhancement here:
Thank you!
-Coach Natalie
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