Use Specific Date payment terms when you want invoices to be due on the same day every month instead of a set number of days after they're created.
You can set a specific due date for:
An entire Customer Billing Profile
An individual Customer
An existing invoice by updating the customer's payment terms and regenerating the invoice
Set a Specific Due Date for a Billing Profile
Use this option when every customer assigned to a billing profile should have the same monthly due date.
Go to Billing > Customer Billing Profiles.
Open the billing profile you want to edit.
In Basic settings, locate Payment due date configuration.
Select Specific date.
Choose the desired Day of month.
Click Save.
All customers assigned to this billing profile will now have invoices due on the selected day each month, unless previously set with a custom due date.
Set a Specific Due Date for an Individual Customer
Use this option when a single customer needs a different due date than the rest of their billing profile—for example, to match their preferred AutoPay date.
Open the customer's profile.
Select the Billing tab.
In Billing details, click the ⋮ menu.
Select Payment terms.
Clear Inherit changes from billing profile.
Change the Payment term type to Specific date.
Select the desired Day of month.
Click Save.
The customer's payment terms will immediately reflect the new monthly due date.
Update an Existing Invoice
Changing payment terms only affects future invoices. To update an invoice that has already been created:
Update the customer's payment terms using the steps above.
Open the customer's Billing tab.
Locate the invoice under Unpaid.
Click the ⋮ menu beside the invoice.
Select Regenerate and repost.
The invoice will be regenerated using the updated due date and the change will also appear in the Customer Portal.
Example: If an invoice was originally due on the 7th and the customer asks for a few extra days, change their payment terms to the 10th, then Regenerate and repost the invoice. The updated due date will appear on both the invoice and in the Customer Portal.
Things to Know
Net Days calculates the due date based on the invoice date (for example, Net 15).
Specific Date always uses the same day each month.
Selecting 31st automatically uses the last day of shorter months.
Every payment term change is recorded in the History section so you can see who made the change and when.