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Ability to Change billing term for invoices

Cory Phillips shared this idea 5 years ago
Under Consideration

Change term like net 10 or net 30 net 45 and so one, for clients

So like go to the clients profile page and set to net 30 so any invoices made would auto give them 30 days and don't make the admin change it, or when they place an order it would give them 30 days to pay the invoice and get service start right away but give the choice to auto setup for that or approve the order.

Comments (12)

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Yep, we need this too. We have 2 clients that need net 30. We can't just automatically send them invoices, since everyone else has 1 week to pay. We have to update the due date and them email the pdf.

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Hi,

Please add a way to set the the default invoice Due Date per customer and customer groups + add an option to start the count on the first day of the next month when manually generate an invoices.

Now we can set the invoice Due Date under Setup > Automation Settings > Invoice Generation - but this affect every invoice due dates. We need a way to set it up per customer and customer groups + add the option to exclude the days till the end of the month of the invoice creation.

Our customers usually pays the invoice on a calculation based on the number of days till the end of the month + XXX days.

So if our agreement with a customer is number of days till the end of the month + 30 days and the invoice issue date was 02/02/2018 - the invoice due date should be 31/03/2018 (all the days in February are the days till the end of the month - so the date is 01/03/2018+ 30 days in March = 31/03/18).

Please add a way to set the relevant due date of an invoice per customer and by customer groups with the option to set a fix number of days from invoice creation till the due date and another option to select if the number of days count will start at the invoice creation date or from the first day of the next month.

note: this setting pertains to manually generated invoices.

Thanks!