/
Update the due date on an Invoice

Knowledge Base

💡Knowledge Base Home | 🚀What's New | 📅Upcoming Training Events

Update the due date on an Invoice

Steps to update the due date on an Invoice

Related Help Guide Pages

Learn how to update the due date on an Invoice

If the due date of an Invoice changes after it has already been created, you have the ability to update it to reflect the correct due date. This ensures that your Customer has accurate information regarding when their payment is due, helping to avoid any confusion, missed deadlines, or late fees. Keeping the due date up to date promotes clear communication, maintains a smooth billing process, and fosters a positive customer experience.

image-20250129-113743.png

Follow this page to learn the steps for updating the due date on an Invoice.

Update the due date

Follow these steps to Update the due date on an Invoice for your Customer

Locate and update the due date on an Invoice

This step will guide you through locating and editing the due date on an Invoice

  1. From the Main Navigation Menu, select ‘Finances’ and then select ‘Invoices’

    7f1d15935c70b746d45ed02e4987204e-20250122-115352.gif

     

  2. This will open the Invoices DataGrid

    image-20250122-122523.png

     

  3. Use the available DataGrid filters and/or the search to find the Invoice the PO Number needs updating on

    image-20250129-113710.png

     

  4. Check the columns included in your DataGrid, if you do not yet have Date Due included as a column, add it by using the ‘Change Columns’ button

    Columns Icon.png

     

  5. Find the Invoice that you would like to update the Date Due by applying filters and/or searching the Invoices DataGrid 

    Invoice Search Bar.png

     

  6. Click the Quick-Edit button for this invoice that lives on right-hand side of the row

    Quick Edit Button.png

     

  7. Update the Due Date from the Quick-Edit window, this can be found at the very bottom of the window 

    Due Date Field.png

     

  8. Click ‘Save & Close’ to apply your changes 

    Save and Close.png

     

  9. Check the DataGrid to see if your changes have been made successfully 

    image-20250129-114040.png

FAQ’s

Can I bulk Edit the Due Date for multiple Invoices?

Yes! Select the Invoices you wish to update in step 4 above, and then follow the remaining steps to update multiple Invoice due dates

 

Contact Our Team

If you can't find what you're looking for, access our Support Portal, and our team of experts will be happy to help!

Is it your first time contacting the team? Learn how to raise a support ticket.

Follow Us

Facebook|height=20 LinkedIn|height=20 Instagram|height=20 Twitter|height=20

Copyright © 2025 accessplanit.

Social media icons by icons8.com