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Invoices - changing the due date
Invoices - changing the due date

Create a new billing term for the customer

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Change the due date of an invoice by selecting a different billing term in the customer's Billing page. If a billing term is not available with the correct number of days to pay, create a new term.

Key Points

  • Create a new billing term

  • Update the billing term in the customer's Billing page

  • Refresh the existing Invoices in the customer's account

To create a new billing term:

  1. Click the Settings gear icon in the upper right

  2. Click Billing Terms

  3. Click New Billing Term

  4. Add the details (name, number of days until it is overdue, etc.)

  5. Click Save

Go to the customer's account page:

  1. Click Edit

  2. Update the Billing Term to the new term

  3. Click Save

To update existing invoices with that new Billing Term:

  1. Go to the customer's Invoice tab

  2. Click Edit to the right of the invoice you want to update

  3. Click the double arrow circle icon in the Billing Address box

  4. Click Save

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