Setting default due dates saves you time when creating invoices and quotes. Instead of manually entering due dates each time, Banqup can calculate them automatically based on your preferred timeline.
This article will show you how to set up the defaults for:
How many days customers have to pay your invoices.
How long your quotes remain valid.
Setting up automatic due/expiration dates
Follow these simple steps to configure your default terms:
Go to Document Creator.
Click the cogwheel icon in the top left corner.
Select the Due dates tab.
Choose your preferred terms:
Payment term for invoices: Select how long customers have to pay (same as document date, 7, 14, 30, 60, or 90 days)
Quotes expiration term: Select how long your quote remains valid (same as document date, 7, 14, 30, 60, or 90 days)
Your settings will save automatically.
Once you set these defaults, Banqup automatically calculates due dates and expiration dates for you.
For example, if you set a 30-day payment term and create an invoice dated January 15th, the due date will automatically show as February 14th. You can still change the date on individual invoices or quotes if needed. Your defaults simply give you a helpful starting point.
Important Notes
Your default settings apply to all new invoices and quotes created after you set them up.
You can override the default due date or expiration date when creating any individual document.
Existing invoices and quotes keep their original dates and won't change.
What's Next?