Some customers pay 30 days after the invoice. Commercial accounts and HOAs often want everything due at the end of the next month. Set your terms once and every new invoice gets the right due date without you typing it.
1 Open the Due date card
Open Company info at app.clippingcash.com/company-info and find the Due date card. Only the account owner can change it.
2 Pick your terms
- Days after the invoice date. Enter a number from 0 to 180. 30 means an invoice dated October 1 is due October 31.
- End of the following month. The invoice is due on the last day of the month after the one it is dated in. An invoice dated October 31 is due November 30; one dated December 15 is due January 31.
Click Save due date.
3 What it changes
The rule sets the due date on every new invoice: the ones made when a job is marked done, billing plan and recurring invoices, and invoices you create by hand. On a new invoice you create yourself, the due date fills in from the rule and you can still change it. A due date you type always wins.
4 Move your open invoices too (optional)
When you switch from one option to the other and you have unpaid invoices, the card offers Also update the due date on N open invoices. Tick it and every invoice that is sent, partly paid or overdue and still owes money gets the due date your new terms give its own invoice date.
- An overdue invoice whose new due date is today or later stops being overdue. One still past its new date stays overdue.
- Paid, void and draft invoices are never touched.
- Late fees already added and reminders already sent stay as they are, and nothing is sent to customers.
Leave the box unticked and only new invoices follow the new terms.
Due dates drive payment reminders and late fees, so set your terms before you turn those on.