JamesDuanT
Moderator

Manage Customers and Income

Thanks for getting back to us and providing additional details about your concern, userhelen1.

 

The steps provided by MaryLurleenM help you set a default invoice term when creating an invoice. You will no longer need to change the term every time you create an invoice, unless you want to use a different term for a specific invoice.

 

I'll show you how to create a term that dues on every 30th of the month. Here's how:

  1. Click the Gear icon in the upper-right corner and select All lists.
  2. In the Lists page, select Terms.
  3.  Click the New button and enter the Name.
  4. Select Due by certain day of the month radio button.
  5. Enter the 30 in the day of month box.
  6. Click Save.
  7. Follow the steps provided by MaryLurleenM to set the new term as default.

After managing the invoice terms, you can already create an invoice that will due on the 30th of the month.

 

If you want the invoice to due on the 30th of the following month, you'll have to enter the Due date on the Invoice manually.

 

Those are our suggested options based on the details you've provided. Your idea about the invoice terms is interesting and we'll let our Product Development Team know about it. They might put it into consideration for product updates.

 

Feel free to get back to us if you need anything else. Have a great day!