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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 Customers and select your Customer
Step 2: Select Edit
Step 3: Set your Quote Default Expiry Date and Invoice Default Due Date
Please 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'
