Change Invoice Due Date

How to change the due date on an invoice.

Option 1: Bench View

  • Open the bench view.
  • In the rightmost column, you will find the Due Date for that particular customer.
  • Clicking on the date will open a calendar modal that allows you to select a new due date.
  • Tap "Save" to update the due date.

Option 2: Workstation view

  • Open an invoice from the bench view.
  • On the left side of the workstation dashboard, under "Info", you will find a calendar icon.
  • Click on the icon and follow the last two steps in Option 1 to change the due date.

Note: Tap the checkbox at the bottom of the modal to send an automated notification. This notification email is written in your system preferences.

Workstation Features