Skip to main content
Billing
Search
Search Practice CS Support Help and Support.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

Invoice due dates

The due date that shows on each invoice is calculated based on what you set for
Number of Days Until Invoice is Due
 in the
Client
 screen. You'll need to set this for each individual client.

Change the due date on an invoice

You can edit individual due dates by adjusting the due date as you enter the billing amounts for a new invoice, or by editing the due date on an existing saved invoice from the
Review
 tab in Billing.
While billing on a new invoice:
  1. Select
    Actions
     then
    Billing
    .
  2. Select the client you want to bill and select
    Detail Bill Selected
    .
  3. Go to the
    Summary
     tab.
  4. Change the date as required.
When the invoice has already been saved:
  1. Select
    Actions
    , then select
    Billing
    .
  2. Go to the
    Review
     tab.
  3. Mark the checkbox for any invoices that you need to edit.
  4. Right-click and choose
    Edit Selected
    .
  5. In the
    Select Field(s)
     dropdown, select
    Due Date
    .
  6. Enter the new due date and then select
    OK
    .
note
You can only update the due date on invoices that haven't been approved or posted if posting is enabled (and only unpaid invoices if posting is not enabled).

Edit the default setting for
Number of Days Until Invoice is Due
 for new clients

New clients get the default setting for
Number of Days Until Invoice Is Due
, specified in Firm Setup at the time the client is created. If you want all new clients to default to a specific number of days, do the following:
  1. Select
    Setup
    , then select
    Firm
    .
  2. Go to the
    Billing and A/R
     tab.
  3. Go to
    Number of Days Until Invoice Is Due
     and enter a numeric value for calculating the due date on invoices.
  4. Select
    Enter
     to save changes.

Edit the
Number of Days Until Invoice is Due
 setting for existing clients

For existing clients, the
Number of Days Until Invoice Is Due
 setting on each client's Billing and A/R tab controls the calculation of the invoice due date for all new invoices created.
To change a single client:
  1. Select
    Setup
    , then select
    Clients
    .
  2. Go to the
    Billing and A/R
     tab.
  3. Go to
    Number of Days Until Invoice Is Due
     and enter a numeric value for calculating the due date on invoices.
  4. Select
    Enter
     to save changes.
To change all or multiple clients:
  1. Select
    Setup
    , then select
    Clients
    .
  2. Select
    Edit Multiple Clients
    .
  3. Select
    Change Client Information
    , then select
    Next
    .
  4. Select the clients that you need to change, or select
    Select All
    , then select
    Next
    .
  5. In the
    Select Field(s)
     dropdown, choose
    Days until invoice is due
    .
  6. Enter the number of days you want then select
    Finish
    .

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close