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Managing Invoice Due Dates

Set up and manage invoice due dates in Zanda. Learn how to define default due dates, update individual invoices, and integrate with Xero.

With Zanda, you can set up due dates to define the period after the invoice date is passed that payment is due from the client or payee. You can define the default time period after which invoices become overdue, and set different due dates to specific invoices. This due date is displayed on the invoice print out, and will be exported to Xero if you utilise the Xero integration.

In this article:

Setting Up Invoice Due Date

  1. Navigate to User Menu > Account Settings > Billing > Invoices.

  2. Turn on the 'Set Default Invoice Due Date' switch.

  3. Enter the number of days after which the invoice will become overdue. The maximum allowed value is 180 days.

  4. Save the changes.

  5. When enabled, the default due date will apply to all invoices created after the setting is saved.

 

Viewing and Updating Individual Invoices Due Dates

After you set the default invoice due date, every new invoice you create will have the default due date applied. You can edit the due date for an individual invoice, regardless of when it was created. 

  1. To do this, access the invoice edit page (you can click the pencil icon on the appointment booking panel to open the invoice linked with this appointment).

     

  2. You will see the invoice due date already based on the default value for the account as configured in User Menu > Account Settings > Billing > Invoices.

  3. You will also have the ability to change the individual invoice due date. Click the date filed to open the calendar and select a different due date.

  4. Save the invoice after you made the updates.

Fixing due date before invoice date errors

When you save an invoice, the due date needs to be on or after the invoice date. If Zanda shows an error that the invoice due date must occur after the invoice date, update the due date to match or follow the invoice date, then save the invoice again.

For appointment invoices, the invoice date is based on the appointment date and is not edited directly on the invoice. If the appointment date is correct, update the invoice Due Date field. If the appointment date needs to change, update the appointment first so the linked invoice uses the correct invoice date.

❇️ Here is an example of the invoice date and the invoice due date showing on a generated PDF:

 

Important: Zanda financial reports (Aged Receivables etc) continue to be generated based on the Invoice Date.

An invoice will be deemed as due in the client's balance and in financial reporting immediately after the invoice date/appointment time passes.