Set default Quote expiry & Invoice due dates for Customers

In this article we take you through the steps in setting default quote expiry dates and default invoice due dates for a particular customer.

Step 1: Navigate to Contacts and select Customers

Step 2: Select your Customer

Step 3: Select Edit

Step 4: Set your Quote Default Expiry Date and Invoice Default Due Date

Note: You can use your accounting providers default or add a number and select;
  • 'of the following month'
  • 'day(s) after the invoice date'
  • 'days after the end of the invoice month'
  • 'of the current month'

Feedback and Knowledge Base