Due Dates

When running a business, it is vital that both you and your customers know when an invoice is due. Paycove simplifies this process by allowing you to set due dates at the invoice or template level.

Changing the Due Date at the Account Level:

From your Account Details, you can choose a default due date to be applied to all quotes and invoices created on your company's Paycove account. 

Just enter a number of days and select a reference point to set the due date from.

Changing the Due Date at the Template Level:

From your Template Settings, you can create a default due date for any quote or invoice assigned to that template. Due dates set on a template will override the account level due date. 

Simply name the template and choose the number of days the invoice is due after the selected reference point (i.e. created date, sent date, imported date, etc.). Make sure you save your changes. Any invoice using this template will follow this rule to create a due date.

Changing the Due Date for Individual Invoices:

Due dates created on individual invoices will override the default due date created from the template or account level. 

To edit an individual due date, go to the Days Outstanding section on the right side of an invoice in Paycove. You can choose a specific due date, or the number of days the invoice is due after the selected reference point. 

Displaying due dates on your template

You can display the due date anywhere on your quote or invoice by adding the template variable {{deal.invoice_due_date}} to the template section that you'd like to display a quote or invoice's due date.

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