Setting invoice due dates

Where the invoice due date is set — and how you change the default — depends on how you create invoices in SortScape.

Important: SortScape supports three invoicing options. Many customers use SortScape’s built-in invoicing without connecting to Xero or QuickBooks Online. Only follow the Xero or QuickBooks instructions below if you have that integration connected and invoices are created in that system.

SortScape built-in invoicing

If you create, send, and manage invoices directly in SortScape (without sending them to Xero or QuickBooks Online), the invoice due date is controlled in SortScape — not in an external accounting system.

To change the default due date for new invoices (for example, to keep invoices at 7 days):

1. Log in as an administrator.
2. Open Settings → Invoicing → Invoices.
3. Update the Default due date setting.
4. Save your changes.

New invoices you create from SortScape will use this default. You can still change the due date on an individual invoice when you create or edit it.

To give one customer different payment terms from your company default (for example, due immediately for one contact and 30 days for everyone else), set Invoice payment terms on that contact. See Setting invoice defaults for a contact.

How to tell if this applies to you:

• You are not connected to Xero or QuickBooks Online, or
• You have SortScape invoices enabled on the Invoices settings page and invoices appear in SortScape’s Invoicing screen.

If you are unsure, look for Settings → Invoicing → Invoices. Settings hides that page while Xero or QuickBooks Online is connected, so if it is missing, follow the Xero or QuickBooks Online section below.

Xero

If you create invoices in SortScape that are sent to Xero, the due date comes from your payment terms in Xero, not from SortScape. SortScape has no due date setting while Xero is connected, and the contact Invoice payment terms field is hidden.

When SortScape creates a Xero invoice, it sets the due date from:

1. The customer’s Xero contact, if that contact has its own due date for sales invoices.
2. Otherwise, the Sales Invoices Default Due Date in your Xero invoice settings.

If neither is set, the invoice is due on the invoice date. Change these settings in Xero and every new invoice from SortScape follows them. To change the due date on one invoice that already exists, open it in SortScape, click View in Xero and edit it there.

QuickBooks Online

If you create invoices in SortScape that are sent to QuickBooks Online, the due date is set by QuickBooks — not by SortScape.

The QuickBooks Online invoice due date is based on the payment terms specified for the QuickBooks contact. If no payment terms are set for the contact, the due date uses the default payment terms for the QuickBooks account. Update those payment terms in QuickBooks Online to change the default due date for new invoices created from SortScape.