Payment terms and due date

1. Due date


For each invoice issued, your customer is expected to pay on time.

The payment terms represent a number of days "Net" or 'End of the month'. They are used to determine the invoice due date.

30 days net = 30 days after the shipping date.

30 days end of the month = 30 days from the end of the month of shipping.

Example: If the shipping date is April 15th and that customer pays 30 days end of the month, the invoice due date will be May 30th.

IMPORTANT:

- If the invoice is created from a sales order, the default shipping date in the invoice will be the one used in the sales order.

- If the invoice is created from a shipping order, the default shipping date in the invoice will be the one used in the shipping order.

- The invoice due date can be updated (Open invoice > Edit button).


2. Generic and specific terms of payment


Depending on your needs, you can use generic company terms and/or customer specific terms.

IMPORTANT: customer payment terms have priority over the generic terms of your company.

From the customer profile, you can choose the customer specific payment terms:

Open customer profile > Edit button > Detailed information




To use 'generic' payment terms, add your company terms from your company settings (Settings > Company Settings > Default values)



If you need to include detailed payment terms with specific conditions and timing in the invoice, you can add this information in the Terms and Conditions and display them in the invoice.


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