QBP: Ability to set a default Invoice 'Due Date' for each Client (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.

5 votes

Active · Last Updated

Comments

  • Marshall01
    Marshall01 Member

    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.

  • PGLConsultant
    PGLConsultant Member ✭✭

    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.

Leave a Comment

Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.