Configure the defaults AdviserAide uses when your organisation creates invoices.

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Set the default invoice due date

Administrators can choose how many days after the invoice date new invoices should be due.
1

Open the invoice settings

Open Settings, select Invoice, and then select General.
2

Choose the payment period

Choose 7 days, 14 days, 30 days, or Custom. A custom payment period can be between 1 and 60 days.
Invoice Due Date Settings with 7 days selected and options for 14 days, 30 days, or a custom period

Set the default due date used when creating invoices

3

Save the setting

Select Save. AdviserAide uses this setting to calculate the due date when a new invoice is created.
The setting does not change existing invoices. When preparing a new invoice, you can still change its due date. If you change the invoice date before manually editing the due date, AdviserAide recalculates the due date using your saved payment period.