Adjusting Payment Terms (Default Due Date) On Invoices

The client invoice will display the due date based on your payment settings. You can modify the default due period on an invoice by following the steps outlined below.

***This can also be done at both the company and property levels if you have different payment terms for specific clients. For more information on that, please contact the Support Team.

Step 1:

• Go into your 'toolbox' and click on 'Admin'.

Step 2:

• Select 'Company Info

Step 3:

• In the Payment Terms text box, change the numbers that are displayed. 
  • For example, if your current setting is 'Net 30' and you want to change it to 'Net 60', change the number to 60 and by default, the invoice will do 60 days out from the invoice date. 
• Don't forget to select 'Update' to save changes. (NOTE: both lines must be included as shown below in order for the system to apply the values correctly to invoices.)