Payment terms tell your client how long they have to pay the invoice. Here is how to set them:
- Click Invoices in the left sidebar and open an invoice (or create a new one).
- Click Edit to open the invoice editor.
- At the top of the form, find the Payment Terms dropdown (next to the Invoice Date).
- Select one of the available options:
- Same Day -- payment due on the invoice date
- 7 Day -- payment due 7 days after the invoice date
- 14 Day -- payment due 14 days after the invoice date
- 21 Day -- payment due 21 days after the invoice date
- Net 30 -- payment due 30 days after the invoice date
- Net 60 -- payment due 60 days after the invoice date
- Net 90 -- payment due 90 days after the invoice date
- Custom -- select this to manually pick any due date using the calendar picker
- The Due Date is automatically calculated based on the invoice date and the payment terms you select.
The payment terms and due date appear on the invoice your client receives.
On the Mobile App
- Open an invoice or create a new one from the Invoices tab.
- Near the top of the invoice form, tap Payment Terms.
- Select from the list: Due on Receipt, Net 7, Net 14, Net 21, Net 30, Net 60, or Net 90.
- The Due Date updates automatically based on the invoice date and the terms you pick.
- To set a custom due date, tap the Due Date field directly and pick any date.