In Bonsai, you can specify the number of days after you've issued an invoice before it becomes overdue by setting a default 'due date' value. Let's explore the two methods available to do this!
Setting a due date within an invoice
Navigate to Financial Management > Invoices
Select the specific invoice
Navigate to the 'Due Date' section of the invoice:
Here you can select 'Upon Receipt' to open a pop-up modal. From here, select 'Custom' to set the amount of days until this invoice is due:
Once you're ready to set the due date, select 'Apply'. From here, you can send your invoice when you're ready and it will become outstanding after the 'due date' you've set.
Setting a due date within your Default Values settings
When you update this in your Default Values settings, it will apply to all future invoices you create.
Note: Bonsai's default 'due date' setting is 1 month after the invoice has been issued.
To do so, navigate to Financial Management > Invoices
Select Default Values
Here you can enter you're preferred number of days under 'Days Until Due':
Once completed, select 'Save Changes'.
Should you have any questions about this process, please feel welcome to connect with our Support Team at support@hellobonsai.com.