On desktop? Click HERE for the desktop help article.
The payment terms setting determines the invoice's due date based on the date it was created.
There are two ways to change payment terms on the mobile app:
As part of the process of sending an invoice
In the settings section
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 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) On the Invoice Details section, tap Payment terms
2) Choose the desired payment term
There are three payment term options:
No. of days
No due date
Upon receipt
Any change 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).
Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!