When a new invoice is raised for a proposal, the payment collection date will be chosen based on your payment terms settings.

However, if you'd like to alter the default date, you can do so.

Just follow these steps:

  1. Open the proposal you need to work on and go straight into the Invoices & Payments tab.
  2. Click on the cog/gear next to the invoice you wish to collect payment for.
  3. Click on Adjust Payment Collection Date.

You'll then have the option to collect payment immediately or at any time within the next three months.

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