On desktop? Click HERE for the desktop help article.
Rounded uses a simple hierarchy to set an invoice due date:
Client Card (Highest Priority): If you set specific payment terms inside a client’s record card, Rounded will always default to those terms whenever you create an invoice for that specific client.
Account Settings (Default Baseline): Any new client you add to your account will automatically inherit the global payment terms you have saved in your main Settings.
Invoice Level (Flexible Exception): Regardless of your global or client settings, you can manually change the payment terms on any individual invoice right before you send it.
Client-specific
Tap Menu → Clients.
Tap on the specific client card you want to update.
Tap the arrow under Payment terms and select the preferred option for this client.
Tap Save.
Default for all new clients
Tap the Settings icon (wheel icon) → Default payment terms.
Select your desired default payment term. You have three options:
No due date
Due on receipt
Due after + a specific number of days
Tap Save.
One invoice only
On the Invoice Details section, tap Payment terms.
Select the desired payment term.
While you will see the edit mode (like number of days), your client will see the final calculated due date on their copy.
NOTES:
Any changes made directly inside an invoice affect that invoice only. The permanent payment terms for that client and the rest of your account will remain completely unchanged.
Most email templates use a Due date merge tag. If you choose No due date or Upon receipt at the invoice level, the system will automatically remove the due date tag from the email so it doesn't look confusing to your client.
If the payment term is set to No due date or Upon receipt, Rounded's automatic payment reminders will be disabled.
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