Customer invoice due date

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Experienced Cover User PFP1
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Experienced Cover User
Australia
Experienced Cover User

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Customer invoice due date

Hi,

 

Standardly our business takes a monthly invoice payment for our services by Direct Debit, each customer will, or often have, a different due date from when payment by DD will be deducted automatically.

 

Ordinarily we set a default date when payment is due when creating the customer. We usually send invoice out 7 days prior as this is our terms for manual payments. We don't invoice on weekends so date we send out may be greater than 7 days.

 

We have been using standalone MYOB for some years and this specific date is set up when creating each specific customer so no matter when we send invoice the due date will always be the same for that specific Customer . Example Customer A - due date is 8th, invoice sent 7 or more days prior, Customer B - due date is 15th, invoice sent 7 or more days prior etc.

 

If we send an invoice out 8, 9 or even 10 days prior the correct due date is automatically inserted for us so we do not need to check or look it up for each customer.

 

We cannot see how to achieve this automatically using MYOB Essentials online version.

 

Do we have to remember the due date and manually insert this by selecting "Due on" each time we raise their invoice?

 

Thanks.

2 REPLIES 2
MYOB Staff Post RienaP
2,155 Posts
MYOB Staff Post
New Zealand
MYOB Staff Post

2,155Posts

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0Solutions

Re: Customer invoice due date

Hi @PFP1,

 

First of all, I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.

 

MYOB Essentials unfortunately have one default settings for the invoice terms. You can set the due dates differently as per your requirement manually but can not be defaulted by the customer. You need to insert the due date when invoicing to your customers. 

 

I would recommend you to put forward your idea using this "Submit an Idea" on this forum as our developers look at when making enhancements for any of our software.

  

Please don't hesitate to post again anytime you have any other queries or require further assistance.


Regards,
Riena
MYOB Training Specialist
Experienced Cover User PFP1
15 Posts
Experienced Cover User
Australia
Experienced Cover User

15Posts

5Kudos

0Solutions

Accepted Solution Solved

Re: Customer invoice due date

Hi Riena,

 

Thank you for your reply and confirmation.

 

It is not a huge issue just one of convenience as it is something we haven't had to think about until now.

 

Smiley Happy

 

Thanks.

Alan.

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