How to update your invoice settings for all FUTURE jobs and invoices
Step 1. Click the gear icon in the top right-hand corner of your dashboard to view all your org settings
Step 2. Click the 'Invoices' tab on the left hand corner and then 'Customer view'
Step 3. Click into your current due term setting to 'Edit'
Step 4. Select your new due term from the current options
Important notes
Remember that updating your global invoice settings will only impact any FUTURE jobs created, not retroactively. If you have recently created jobs that have a different due term, you can go to that job and update that due term independently by following these instructions HERE
Custom due terms are not supported at this point but please chat in and provide a Pro Vote if this is a critical feature for your team
Due Term Best Practices
There are due terms that we only recommend using based on your team's workflow. Below are outlined some important criteria for specific due terms.
Due term | Criteria for due date | Note |
Upon start of work | The due date for this due term is populated once the job scheduled date has passed | We do not recommend this due term if you do not schedule your jobs. |
Upon completion of work | The due date for this due term is populated once the job is marked as finished. | We do not recommend this due term if you do not mark your jobs as complete. |
On a date | The due date will match the specific due term date you set. | We do not recommend this for your global settings but rather as a one-time override on a job-by-job basis. |
Net ... | The due date is populated x days after based on the net term you set. | Ex. Net 30 after 01/01/24 would result in a due date of 01/31/24 |
If you have additional questions please chat into the blue chat bubble.