How can I set the payment term for my invoice?
The payment term of your invoice, where exactly can you configure it? Well, in this article we will show you step-by-step how to configure or change it per customer.
Would you rather see the written version of this FAQ? Then scroll on!
How can I set the payment term for my invoice?
You can set the payment term per customer. You can enter the payment term when creating a new party or change it afterwards, based on the agreements you made with your customer.
We show you in the example below where you can find the payment term and how to change it.
Select the desired job and go to the "Parties" tab.
Select an existing relation or create a new party.
You will find a ‘Expiration term’ field at the bottom. Here you can enter a number.
Expiration term completed? Then don't forget to press ‘Save’ to save your changes.
Now we can create an invoice via the "Financial" tab.
The expiration term will be automatically adopted based on the information you entered at customer level.
We automatically calculate the expiration date for you.
Made a different agreement with your customer for a specific invoice? Then you can still adjust the expiration term manually on the invoice. By changing the expiration term on the invoice, we don't adjust the expiration term at relation level.
