Set the default Invoice Terms for your customers

Steps to set your standard Invoice Terms:

Related Help Guide Pages

• Set custom Invoice Terms for one customer

• Invoices Overview

By setting your default Invoice Terms, you can standardise payment terms across all of your customers and have the due date automatically calculated on every Invoice. This saves you the time of manually setting the due date on each of your generated Invoices, keeps everything consistent, and ensures smoother financial processes for your business!

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Please note, if you would like to set the Invoice Terms for one specific customer only, please see our dedicated guide Set Customer Invoice Terms for one customer.

Follow this page to learn the steps to set the default Invoice Terms.

Set your Invoice Terms

1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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2. Then select the 'Account Finance Options' option

3. Select the Training Provider you wish to set the Invoice Terms for from drop-down menu

   You may only have one Provider, the Provider will automatically populate
   
   

4. From the options available, update the 'Invoice Term Days' value

   This is the number of days your customer has to pay off any outstanding Invoices
   
   

5. Then select the ‘Invoice Term Type’. You can choose from the following options in the drop-down menu

6. Press 'Update' at the bottom of the form to save your changes