Invoice due date, for forward dated invoices

Support
1

Hi, I have the correct setting for ‘due date’ in invoice customisation, and have it set to 0 days. My invoices are due on the invoice date.
However, I often forward date invoices, say to the first of next month. This way I can give my clients an opportunity to be aware of the invoice before it is actually due, in the hope it will be paid on time!
However, when I change the invoice date from today, to the forward date, while I am making the invoice, it automatically resets the due date to 30 days later, ignoring the number of due days set in invoice customisation.
I can then change it, of course, but I’m not sure why the system does this? Why does the due date setting no longer apply?

2

There are two places to set the number of days permitted to pay an invoice. The first is the global setting in Sales >> Invoice Customisation.

The second place is at the individual client level.

The client setting always overrides the account level setting. So I suspect you have 30 days set in your client settings for that particular client.

When you create a new client on your account it will pull the default from the account level, so if you have zero there any new clients will automatically adopt this.

EDIT:

With the client term correctly set I tested future dated invoices and it appeared to work as expected.

3

I’m having this issue with altering the invoice date altering the due date. Terms are 0 days both globally and at client level but if I alter the invoice date the due date jumps to +28 days.

The invoice was converted from a quote if that makes a difference.

4

Hi @Lurch

I’ve just tried to replicate this, and even with a 0 day payment terms set on the client, it seems to default to the account level one.

I’ll ask someone to take a look at this and come back to you

5

@Lurch it may be related to the quote. If you could PM one of us with the client name on your account we can take a closer look (also the original quote number if you have it).

It’s a bug on the custom trading styles module which is allowing the template preference to override the client preference. Will get that patched by next release.

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