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Invoice Due Date based on Client

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Jean-Sébastien Goupil

08 Jul, 2019 08:40 PM

I have different clients and instead of following my terms, they decided to all set their own NET terms on me. Now, surely that's not something I appreciate, but I have to live with it.

One of them is NET 30, one of them is NET 10 and another NET 15. Every time I invoice, it picks up the last term I used... This is problematic as I ALWAYS forget to set the correct term for the client. Often, I have to change the terms after I invoiced them, then need to send an apology.

Could there be a way to set the terms per client?

1. Support Staff 1 Posted by Seth B on 09 Jul, 2019 02:07 PM

   

   Hi Jean-Sébastien,

   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.

   Hope that works out for you!

   — Seth

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2. 2 Posted by Jean-Sébastien ... on 09 Jul, 2019 02:38 PM

   

   Hi,

   I have never used it and I am a little scared about it. Maybe it's missing some information.

   1. What if the invoice is 0 (no time), will the invoice be sent?
   2. 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+
   3. What if the invoice is sent while a timer is running (literately working when your scheduled invoice is being sent).

   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.
   I feel this feature is "cool" but is going to give me more headache than just having a "Due Date" per client implemented.

   ~JS

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3. Support Staff 3 Posted by Seth B on 17 Jul, 2019 06:08 PM

   

   Hi Jean-Sebastien, my apologies for not responding to this more quickly. Email got lost in the cracks!

   >1. What if the invoice is 0 (no time), will the invoice be sent?
   > 2. 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+
   > 3. What if the invoice is sent while a timer is running (literately working when your scheduled invoice is being sent).

   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.

   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.

   > I feel this feature is "cool" but is going to give me more headache than just having a "Due Date" per client implemented.

   I completely agree, although we’re unable to implement a “Due Date” per client feature at this time.

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4. Jean-Sébastien Goupil closed this discussion on 05 Nov, 2020 07:50 PM.