Invoice due dates are determined by which type of invoice is created.
Individual Invoicing
For Individual invoices, you can set the invoice timing to Before or After a session.
Selecting Before will issue the invoice immediately. The DUE DATE is the appointment date.
Selecting After will issue the invoice on the day of the appointment at 12:00 AM. The DUE DATE is 7 days after the appointment date.
Series Invoicing
For Series invoices, you can set the invoice timing to Before or After a sub-series.
Sub-series are half the total amount of sessions in a Series
Example: If you book a client on an 8-session package, the Series is 8 sessions and the Sub-series is 4 sessions; 4 in a sub-series and 4 in the other sub-series.
Selecting Before will trigger the following:
“Is this the first invoice?”
“Yes” will issue an invoice for the number of appointments within a sub-series immediately. The DUE DATE is the first appointment date.
“No” will issue an invoice 7 days before the first appointment in the sub-series. The DUE DATE is the date of the first appointment within the sub-series.
Selecting After will issue the invoice on the date of the last appointment in the sub-series at 12:00 AM. The DUE DATE is within 7 days of the last sub-series appointment.
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