Many companies have their own dates for their pay runs and want to set the due dates on invoices based on their internal rules.
You can set up due dates:
TIP: You can use this same process to set invoice coding rules or override invoice descriptions.
By default, the system is set to read the due date from the invoice.
If there is no due date on the invoice, it will use the same date as the issue date.
If there is no date at all on the invoice, it will use the import date as the due date.
How does each due date rule option work?
You can use fixed days of the month or calculated dates based on the issue date of the bill:
How does Datamolino calculate the 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 captured on the invoice |
Set Due Date rules for all supplier / customer contacts
To set up due date rules for all future (new) supplier / customer contacts, take these steps:
Inside a folder, select Folder Menu - Accounting & Automation.
In the Integration tab you can setup default rules for all future (new) supplier and customer contacts using the General Settings option.
Select the type of contact you want to edit Supplier / Customer, edit the Due date and click on Save.
To set up due date rules for all existing supplier / customer contacts, take these steps:
Inside a folder, select Folder Menu - Accounting & Automation.
In the Automation Contacts tab you can setup default rules for all existing supplier and customer contacts using the Mass Edit Supplier / Customer Automation Settings option.
Select the type of contact you want to edit Supplier / Customer and click on Mass Edit Supplier / Customer Automation Settings.
Edit the due date (and any other attribute you want) and click on Save.
Set Due Date rules for an individual supplier / customer contact
You can set up due date rules for individual supplier / customer contacts in two ways:
To set up due date rules for an individual supplier / customer contact through Accounting & Automation, take these steps:
Inside a folder, select Folder Menu - Accounting & Automation.
Go to the Automation Contacts tab, select the type of contact you want to edit (Supplier / Customer) and look up the contact using the search bar.
Click on the contact and edit the automation settings of the supplier.
When saving, you can choose to also apply the setting to existing documents in the status "Ready" or to save the setting also in Xero.
To set up due date rules for an individual supplier / customer contact through Automation on the document detail page, take these steps:
Click on a document.
Select the correct Xero contact from the drop down menu and Save. (Click on Add Contact if the Xero contact doesn't exist yet.)
Click on Automation, edit the due date and Save.
When saving, you can choose to also apply the setting to existing documents in the status "Ready" or to save the setting also in Xero.
