tag:help.cashboardapp.com,2012-10-23:/discussions/suggestions/3692-invoice-due-date-based-on-clientCashboard: Discussion 2020-11-05T19:50:54Ztag:help.cashboardapp.com,2012-10-23:Comment/474203042019-07-09T14:07:40Z2019-07-09T14:07:40ZInvoice Due Date based on Client<div><p>Hi Jean-Sébastien,</p>
<p>Unfortunately there isn’t a way to set the terms per-client, but there is a workaround. If you create an Invoice Schedule for each of those clients, you can have it create their invoices for you, with those terms pre-set. If you’re regularly billing, this is a huge help, as you can have the system create a standard invoice for you on specific days, with all of your time entries imported automatically.</p>
<p>Hope that works out for you!</p>
<p>— Seth</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/474203042019-07-09T14:38:35Z2019-07-09T14:38:35ZInvoice Due Date based on Client<div><p>Hi,</p>
<p>I have never used it and I am a little scared about it. Maybe it's missing some information.</p>
<ol>
<li>What if the invoice is 0 (no time), will the invoice be sent?<br></li>
<li>What if I would like to not invoice when the amount is lower than a certain number. There is no need to invoice a $10 when most of my invoices have been in $500+<br></li>
<li>What if the invoice is sent while a timer is running (literately working when your scheduled invoice is being sent).</li>
</ol>
<p>This is scary because if the day before, I forgot to turn off a timer and it ends up to have 15h, then that will be a more complicated apology! Do a lot of people use this feature seriously? I like to confirm and verify my invoices are in order before I click the "Send" button. Now, I need to trust myself and all the employees that the times are 100% correct and no typos, etc.<br>
I feel this feature is "cool" but is going to give me more headache than just having a "Due Date" per client implemented.</p>
<p>~JS</p></div>Jean-Sébastien Goupiltag:help.cashboardapp.com,2012-10-23:Comment/474203042019-07-17T18:08:11Z2019-07-17T18:08:11ZInvoice Due Date based on Client<div><p>Hi Jean-Sebastien, my apologies for not responding to this more quickly. Email got lost in the cracks!</p>
<blockquote>
<ol>
<li>What if the invoice is 0 (no time), will the invoice be sent?</li>
<li>What if I would like to not invoice when the amount is lower than a certain number. There is no need to invoice a $10 when most of my invoices have been in $500+</li>
<li>What if the invoice is sent while a timer is running (literately working when your scheduled invoice is being sent).</li>
</ol>
</blockquote>
<p>Each Invoice Schedule has a setting on it to “Send Via Email” after creating. If you have this enabled and there is no time, it will be sent regardless of content.</p>
<p>You can guard against all three of these concerns by disabling that feature. You, however will receive an email when an invoice is created. Most people choose to login and determine if they should send the invoice at that time.</p>
<blockquote>
<p>I feel this feature is "cool" but is going to give me more headache than just having a "Due Date" per client implemented.</p>
</blockquote>
<p>I completely agree, although we’re unable to implement a “Due Date” per client feature at this time.</p></div>Seth B