You can give an invoice a custom date if, for example, you want to backdate or set a future date on it. You can also specify your own custom payment terms. Both of these things can be easily added when you create a new invoice, or easily changed on a draft invoice. When doing so, you'll also be prompted by helpful indications displayed to you as a guide and cue. For instance, if you set your payment terms to 28 days, it will reveal that your invoice will be due on such and such a date, etc.
Here’s how to customise your date and/or payment terms:
- Tap on the ‘+’ button to create a new invoice, or open a draft invoice.
- Then, tap on the date - located at the bottom-centre of the create/send invoice screen. This will reveal a smaller screen which displays the invoice’s timeline, date and payment terms.
- To add or alter the date, tap on where it says ‘Invoice date’ and a dial will appear which you can adjust to display the correct date you desire. As you adjust the dial, you will notice helpful indications prompted above, that are there to make it easier for you to calculate.
- To add or alter the payment terms, tap on where it says ‘Terms’ and a list will appear which you can select from. (Please note you can also add your own custom one if you tap the bottom ‘Custom’ option). Again, as you adjust the dial, you will notice helpful indications prompted above, that make it easier for you to decide or select.