Setting Invoice Due Dates

How a due date is worked out

When you create an invoice and leave the Due date blank, Oris Work works it out from the client's payment terms. There are two rules. 'Days after invoice date' adds a number of days to the issue date. 'Last day of the invoice month' always lands on the last day of the month the invoice is dated in. If a client has no terms set, the due date is 7 days after the invoice date.

Set the rule on a client

• Open CRM → Clients and open the client.
• Click Edit on the Overview.
• Under 'Invoice due date', choose 'Days after invoice date' or 'Last day of the invoice month'.
• For the days rule, enter 'Payment terms (days)' (0 to 365). Leave it blank to use 7 days. The field disappears when you choose the month-end rule.
• Save. The Overview then shows Payment Terms as 'Net 30', 'Net 7 (default)' or 'Due at month end'.

Worked examples

• Net 30, invoice dated 12 June: due 12 July.
• Month end, invoice dated 12 June: due 30 June. Dated 30 June: also 30 June.
• No terms set, invoice dated 12 June: due 19 June.

Overriding it on one invoice

On the invoice form, type a date in 'Due date' and that date wins over the client's rule. You can also change the Due date later by clicking Edit on the invoice. Change the client rule before you create the invoice; to correct one that already exists, edit its Due date.

Where the due date matters

• Overdue status and the reminder ladder run off the due date (see 'Reminders and Dunning').
• The cash forecast uses each client's rule to estimate when invoices will be due.
• The payment link page shows the due date to your client.

Common problems

• Every invoice shows 7 days: the client has no payment terms set. Add them as above.
• Month-end clients showing the wrong date: check that the invoice date, not the creation date, is in the month you expect.
• You cannot edit terms: your role needs permission to edit clients.