This guide shows you how to set up Invoice Payment Terms so your invoice due dates are automatically populated.
📍 Where to Find It
Go to Settings
Select Clients
Click Edit on a client
⚙️ Setting Invoice Payment Terms
In the client profile, locate the Invoice Payment Terms field
Select your preferred payment terms (e.g. 45, 60, 90 days from end of month or other options)
Click Save
✅ These terms will now automatically pre-populate the due date when creating invoices for this client.
🌐 Apply Default Terms to All Clients (Optional)
Go to Settings → Clients
Set your preferred Invoice Payment Terms
Apply/save to roll out across all clients
✅ All clients will inherit these default terms (unless overridden individually)
✏️ Override for a Specific Client
You can update the Invoice Payment Terms at any time in the client profile
This will override any global/default settings
🧾 Using Payment Terms in Invoices
When creating an invoice, the due date will auto-fill based on the client’s payment terms
You can still manually change the due date if needed
🔁 Important Note
Quote Payment Terms are now separate from Invoice Payment Terms
Make sure you’re updating the correct field depending on your workflow
🚀 Result
Faster invoice creation
Consistent payment terms
Less manual input and fewer errors