Set invoice due dates from your Xero payment terms

By default a Xero invoice is due on the day the order was placed. That's fine for a shop where people pay at checkout. If you invoice customers and get paid later, you want a real due date so the invoice ages properly in your aged receivables.

There are two ways to get one. Pick whichever matches how you actually work.

Same terms for a customer, every order

"Acme Ltd always pays within 30 days, whatever they buy."

Set the terms on the Acme Ltd contact in Xero, then turn on Xero invoice due date on Setup - Advanced. Every invoice for Acme is then dated 30 days out, no matter what the order says.

Two things that catch people out. Set the terms under Sales, not Bills; Bills terms look right and do nothing here. And if a contact has no terms of its own, your Xero organisation default is used instead.

Each order keeps its own terms

"This order is Net 30, that one is due on receipt, and the order already says which."

Shopify B2B orders carry their own due date. The app uses it automatically, as long as Xero invoice due date is off.

One catch: when the order is marked paid, the due date resets to the order date. If you need the original date to stick, email us at help@hyvelabs.co and we'll turn on Preserve payment terms due date. It isn't on the settings pages.

What if I turn on both settings?

The two settings are Xero invoice due date and Preserve payment terms due date. The first one is on Setup - Advanced; the second we switch on for you.

If both are on, the Xero contact wins, every time. The app works out the order's due date first, then replaces it with the contact's terms.

So there is no point for Preserve payment terms due date to be on while Xero invoice due date is on. It would be overwritten.

• Want the customer's terms to rule? Turn Xero invoice due date on.
• Want each order's own terms to rule? Leave it off, and ask us for Preserve payment terms due date if paid orders need to keep their date.

Worth knowing

This affects orders synced from now on. Invoices already in Xero keep the due dates they have.

The gateway fee bill is a separate document and doesn't use the customer's payment terms.

Not sure which one you're on today? Email us at help@hyvelabs.co with your shop URL and an example order and we'll tell you.