Payment terms are created and saved within the Billing section under Settings ⚙️
The payment terms are saved in Net Terms. We recommend that if you have a flexible payment schedule, that you create multiple payment terms to accommodate all due dates.
Example, if you have a billing profile where the due date is the 15th of the month and your invoice date is the 1st, you would create a Net 14. If within that group you have a few customers who have requested to pay on a different date (maybe they have specific date they want Autopay to process) you can specify the due date in the customers profile based on selecting a different Net term. If the due dates you offer your customers vary, make sure to save a Net term for every due date possible (Net 1, Net 7, Net 18, Net 26, Net 31, etc).
To change the due date for a customer :
Select the Billing tab within the Customer's profile
Select the 3 dot menu with the Billing Details
Select Payment terms
Select the new payment term (or create new) and save
With the new payment term saved to the customer profile, you can then regenerate any or all unpaid invoices.
Updating the payment term for a customer will not update the payment terms for all customers in a bill profile. To update the payment terms for the entire bill profile, please follow the steps outlined here: https://intercom.help/hauler-hero/en/articles/7861094-update-billing-profile-payment-terms
If you update a customer's payment terms to Due Upon Receipt & regenerate their existing invoice, if the customer is on Autopay the change will trigger the system to process payment the following day. There is currently no option to process autopay same day as the day you update terms. In that case, we recommend manually processing payment.