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EzzyBills User Guide

Q37: How to handle invoice due date?

EzzyBills determines the invoice due date using:

for bills,

  1. the invoice date,
  2. the payment term that you set for the supplier in your accounting software;
  3. (for xero users only) if payment term is not set for the supplier, the default payment term in Xero is used (Settings > Invoice Settings > Default Settings > Bills Default Due Date screenshot)  – this is a rarely used option as this setting is generally not set.
  4. If no default is set in your accounting software, we will use the Due Date extracted from the invoice

for sale invoices

  • the invoice date,
  • the payment term that you set for the customer in your accounting software or
  • (for xero users only) if the payment term is not set for the customer, the default sale invoice term is used (Settings > Invoice Settings > Default Settings > Sale Invoices Default Due Date screenshot)
  • If no default is set in your accounting software, we will use the Due Date extracted from the invoice

If the invoice due date is set incorrectly, please go to your accounting software

  • Edit the payment term for the supplier (an example of 7 days payment term set in MYOB). We will then use it in the future.
  • If you want to use the due date on the invoice, please remove all default settings in your accounting software.
  • Further assistance: email support@ezzydoc.com with the invoice DocID number.

Option to use invoice upload date to override “invoice date” (Xero Export)

  • there is an workflow setting option for “Xero Export” (overrideInvoiceDate=upload).
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