Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Set customer expiry dates for Quotes & Invoices
In this article we take you through the steps in setting default quote expiry dates and default invoice due dates for a specific 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
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'