Hi. I’d like to remove/hide the ‘default due date’ completely on the client invoices. The nature of our business means that payment is only required after installation on the item, and the dates for this vary. So we cannot state a date when an order is placed.
I can see that I can change the default payment date - but how can I remove this/hide this form the invoice completely please.
Thank you for any advice to this newbie!
Natalie
Hello @NJB583
When you create an invoice the payment terms is populated from the Sales > Invoice Customisation > Payment Terms section.
You can go into this screen and delete out the text.
Thanks Steve. My mistake - I meant due date for the payment - hopefully the image will upload below to show which part I mean…
Hello @NJB583
Its pretty much the same process (Sales > Invoice Customisation > Invoice Labels section > Untick Due Date)
Note: the due date will still show on the invoice entry screen but this hides it from the client seeing it
Ah, that’s brilliant. Thank you. I have drafted an invoice and under the preview I can see it is not there, so this is great.
Will the ‘overdue invoice’ email still trigger, or will i need to switch this off for each invoice?
Thanks Steve.
Hello @NJB583
If you have Auto send Reminders turned on. You can turn them off individually if you wish or go into Account Settings > All Settings > Credit Control Settings and disable them globally if that works better for you.
Super! Many thanks. I appreciate your support.
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