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Changing the payment collection date
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

When a new invoice is raised for a proposal, the payment collection date will be chosen based on your payment terms settings in Settings β†’ Payment Gateway.

However, if you'd like to alter the default date, you can do so by following these steps below depending on whether the invoice has been raised yet.

Invoice has not been raised

If the billing item has not been raised yet, you can simply edit the billing item in a client's Billing Schedule tab and change the date to be a future date of your choice.

Invoice has been raised already

If the invoice has been raised already but the payment collection hasn't started. Click into a client's Invoices tab and click into the specific invoice.

If the collection hasn't started yet, click Schedule and select when you would like to collect for this payment.

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