How Do I Set a Client Invoice As Due Upon Receipt?

The ability to set a Client Invoice as Due Upon Receipt is determined by settings within the corresponding Client Account configuration.

Please follow the steps below to set a Client Invoice generated from a Client Account as Due Upon Receipt:

1: Click on Invoicing.
2: Click on Client Accounts.
3: Use the Search and Filter Options to locate your target Client Account.
4: Click on Edit.
5: In the Client Invoicing section, toggle on the Set Invoice as Due Upon Receipt option.
6: Click on the Save Changes button.

Since a Client Account generates a consolidated Client Invoice comprising of many Locations, all Locations billed on a Client Invoice will be Due Upon Receipt. If you identify Locations managed under a Client Account that you do not want Due Upon Receipt, please Edit the Location(s) to move it to a Client Account that is not set as Due Upon Receipt.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.