In this article, let's see how you can automate due dates for your suppliers. By default, Datamolino always tries to return the due date printed on the invoice but in some cases, you may need to set due dates based on your internal rules.
Due dates can be automated with Supplier automation on the Folder level or individually for specific Suppliers.
First, go into the 'Supplier Automation' from your folder
Here you can automate due dates on a folder level for all suppliers in bulk or for
specific suppliers only
or from inside the document
Here you can automate the due date for the specific supplier that you have currently open
You can use fixed days of the month or calculated dates based on the issue date of the bill:
How does Datamolino calculate dates?
... of current month ... of following month | From the import date (not invoice issue date) |
... day(s) after the bill date ... day(s) after the end of the bill month | From the issue date printed on the invoice |
Few examples:
... of current month ... of following month |
You receive a document with the issue date October 30. If you import the document on 2 November with a due date '10 days of following month', the invoice will be due on 10 December because Datamolino takes into consideration the import date (the actual date when the invoice is imported)
.. day(s) after the bill date ... day(s) after the end of the bill month |
If you need due date being calculated from the invoice issue date, please use the above two settings.
For example, you receive a document with the issue date October 30. You want the document from this supplier to be always due on 15th of the following month the document was issued.
Please use the setting '15 days after the end of the bill month'. In this case, Datamolino calculates due date from the issue date printed on the invoice.
ProTip: If you want to set due date rules for your entire folder, so that all contacts use the same setting, use the following settings:
Mass edit - updates coding for all existing contacts.
Default settings - updates coding for all new contacts created.
