On desktop? Click HERE for the desktop help article.

The payment terms setting determines the due date of the invoice based on the date it is created. 

There are two ways to change payment terms on the mobile app:

  • In the settings section
  • As part of the process of sending an invoice

Change payment terms in Settings

1) Open the mobile app and log in

2) Tap the settings icon

3) Tap Default payment terms

4) Select the desired payment term

There are three payment term options

  • Due upon receipt
  • No due date
  • Set payment terms in days

5) Tap Save

Note: Any changes made to the payment terms in settings are universal and will be reflected in all future invoices.

Edit payment terms as part of the process of sending an invoice

1) In the client section of the invoice, tap the drop down arrow

2) Tap Payment terms

3) Choose the desired payment term

There are three payment term options

  • No. of days
  • No due date
  • Upon receipt

Any change made to the payment term inside an invoice is for that invoice ONLY. Payment terms for all other invoices will continue to be as defined in the main settings section.

Notes:

  • Given most email templates use the “Due date” merge tag, if “No due date” or “Upon receipt” is chosen as the Due date, then the “Due date” merge tag will be removed from the email template.
  • If “No due date” or “Upon receipt” is chosen as the Due date, the auto reminder is disabled (if it was enabled on the desktop).

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