Set the invoice due date

TABLE OF CONTENTS

• Introduction
• Set the Invoice Due Date

Introduction

Engage Fees allows you to select your invoice due date manually, or you can have the date automatically default to the invoice date plus a number of days you specify.

Set the Invoice Due Date

To set the date manually:

1. Go to Fees>Invoices>Raise Invoices
2. Select the invoices to be issued.
3. In the Raise Invoice Parameters pane at the bottom of the screen enter the date manually in the Invoice Due Date field or use the calendar to select the correct date.
4. Make your other selections in the Parameters section and post as normal.

To set the date to today plus specified number of days automatically:

Go to Fees>Setup>Account Structure screen – access to this screen required the Administrator login. If you do not have access to this screen, please raise a case in Engage Help.

1. In the Invoice Preferences section enter the number of days required in the Default Due Date to + days.
2. Save the Account Structure settings.
3. When you access the Raise Invoices screen the Invoice Date field will automatically show a date the set number of days to the invoice. If you change the invoice date the Invoice due date will automatically change.

Note: For more information on working with the Account Structure Screen, please see the Engage Fees Setup guide (Account Structure section). For more information on issuing invoices, please see the Engage Fees Billing guide (Invoices section).