How do I set the due date for an invoice?

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.