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'

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