Settings and activity
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
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Teri Orozco
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91 votesTeri Orozco
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An error occurred while saving the comment Teri Orozco
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How sad I cannot import my thousands of new customers directly into a GROUP. If I import directly into Contacts, I have to search for them one by one to add to the Group. BIG WASTE of time.
If you do not add this (default due date) back into the new invoicing system, it will be a NIGHTMARE for our company. We have customers who are net-1, net-10, net-30, even net-45, and net-60. Without that option (default due date), I have to go into EACH customer's Contact page to find out their net payment status, go back into the new invoicing system, and click "custom" and enter the date. What a waste of time all day long... not to mention room for "human error".