Setting the document's due date" is a configuration to set a due date after creating the document. It allows specifying the due date for payment collection.
There are two methods to configure it.
Setting in the settings menu: This method involves setting a default due date for all documents.
Setting in the contact menu: This method involves setting specific due dates for individual contact.
1. Setting in the settings menu: This method involves setting a default due date for all documents.
Step 1: Go to the menu "Settings" > "Document Setting" > "Due Date Document."
Step 2: Select the document type you want to configure the due date for, either "Revenue " or "Expense." Then click on the "Edit" button. In the example, we will perform this step for the "Revenue" section.
Then, proceed to configure the due date for each document type. You will find a dropdown menu labeled "Due Date Type" where you can select the desired format. Next, specify the "Due Date Period (in days)" and click on the "Save" button.
2.Setting in the contact menu: This method involves setting specific due dates for individual contracts.
Step 1: Go to the "Contacts" menu. Select the number of the contact you wish to configure.
Step 2: Click on the "Edit" button.
Then click on "Advance" > "Contact Credit Term".
Then click on the drop-down menu for "Invoice Credit Term" and "Expense Credit Term" to select the desired configuration format.
Once you have entered the desired settings, click on the "Select" button.
You can watch the video on how to set the document's due date at the following link. PEAK Account คลิปเดียวจบ ครบทุกการตั้งค่า second 25:39
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