Creditor days allow you to customize the number of days a customer has to pay their invoices, such as 7, 14, or 30 days. Offering flexibility in payment timelines ensures smoother financial management and aligns with the varied payment preferences of your customers. By setting different creditor days, you streamline your billing process, reduce administrative workload, and maintain better control over your cash flow.
View Setting
➡️ Profile Icon > Settings > Creditor Days > View.
Adding Creditor Days
To add creditor days,
Enter the desired creditor days in the field 'Creditor days' placed under add a creditor day.
Click Add creditor day upon entering the number of days.
Managing Creditor Days
Upon adding the creditor days, they will be displayed on the left side of the page, where they can be managed.
To set specific creditor days as the default,
➡️ Click Default > Type default > Click Make default
To edit the creditor days,
➡️ Click Edit > Amend > Click Save Creditor day
To delete the creditor days,
➡️ Click Delete > Type delete > Click Delete
Advanced Options
For more control, you can set creditor days either in bulk or individually.
➡️ Scroll down to Advanced Options > Click View Customers.
From here, you can filter specific types of customers if you want to change their creditor days in bulk, or you can update them individually.
To change an individual customer's creditor day, tap Edit, select the desired number of days from the dropdown menu, and click Save.