Payment Terms invoicing
Hello, I am reporting a bug/issue. I had set up the first on the list to be Due Upon Receipt however, it was going to my second or third item on the list. I had changed it so that my Due Upon Receipt was that item.
Now, I would like a feature that allows us to set up the default payment term for invoices. And another separate one specifically for reccurring invoices. We have a monthly service subscription and need to bill monthly for them and have them due at the first of them month. Which is what I had set up. Those may be broken because I had changed the payment terms around. I would like to edit pre-existing recurring invoices to have a different payment term. Thank you in advance.
Ben
shared this idea
Thanks for waiting! Terms are now selectable on the recurring invoice.
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Hey James,
We often announcing things real-time in the Feedback Forum. Then we follow up every couple weeks or so with the notes on everything that's come out recently. This shows up in app as a notification and also on the blog.
Hope that helps!
Robert
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James Moore commented
Hey Troy,
Is there a place we can see all these updates when they're released? I checked the blog, facebook, and on the dashboard and just now found this here. This is great though thanks!
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matt
commented
You are awesome! Thank you!
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Eric Johnson
commented
That is awesome. That will save us so much trouble!!!! Thank you!
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matt
commented
I was just looking for a post like this. We have prepaid services like websites. We like to send them out on the 15th and have them due on the 1st. But many of these customers use us for other services that are Due on Receipt. So whenever my recurring invoices get posted, I have to edit each one and change the due date. Sometimes I forget and have to print them a second time. I'd probably use your mailing service if I could just change the terms on a recurring invoice.
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Eric Johnson
commented
I agree with this. If we have a client that needs to 'pre-pay' every month but have a NET-30 on their account the recurring invoice shows a NET-30 and they don't pay until then.
My best thought is to have a recurring SEND XX DAYS BEFORE DUE. We prefer to send 10-15 days before the due date to our clients with recurring invoices on monthly and 30 days ahead to the clients that have recurring yearly.