Your Payment Terms settings are the heart of the collection engine. This section determines exactly when an invoice is marked as “Overdue” and triggers your automated Playbooks
What is it & Why does it matter?
The system needs to know the Due Date for every invoice. If this isn’t set correctly, a customer might receive a “late payment” reminder while they are still within their credit terms. Getting this right ensures you maintain a professional relationship with your clients.
Where is it located?
1.Go to the side menu and click on Settings (⚙️).
2.Select the first tab: Company Details.
3.Scroll down to the Payment Terms section.
In this section, you will see three options. Choose the one that matches your business policy:
Option 1: Use Invoice Provider Data
- How it works: The system “pulls” the due date exactly as it was defined in your accounting software (e.g., Morning, Green Invoice, QuickBooks).
- When to choose this: If you manually set specific due dates for each client or invoice directly inside your accounting app.
Option 2: month + Net X Days
- How it works: . The system looks at the current day of the month ,adds a month then adds the number of days you choose.
Option 3: Invoice issue date + X Days
- How it works: The system takes the date the invoice was issued and adds the number of days you choose.