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Credit Terms - Due end of 2nd Month

  • 10 February 2023
  • 5 replies
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Userlevel 5
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Is it possible to create the above credit terms?

Ex: Doc date 10 Feb 2023, it is due at 30 April 2023.  

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Best answer by aaghaei 10 February 2023, 04:35

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5 replies

Userlevel 7
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The below config snip should do the work. This is the closest you will get without customization depending on how months are aligned you will see +/- 2 days difference from the exact desired date especially when you enter the invoice in Jan. As a workaround, each month when you start entering the invoices just check the first due date suggested by the system and adjust your term 60 +/- 2 accordingly. I believe you only will need to change to 59 when you are entering Dec bills and 58 when Jan ones. 

 

 

Userlevel 5
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@aaghaei Thanks. That’s how we currently setup the term. The customer will have to keep changing the due date and are asking if there is out of the box option without customisation.

Userlevel 7
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They only need to change in Dec and Jan when entering the invoices and it is only once a month and will take 5 seconds a month. The rest of the 10 months are fine. Anyways, you won't get anything better without customization.

Userlevel 3
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@kristianharianja 

You can also try to play with the Fixed Number of Days Plus Day of Next Month option and see if you get better results:

With the settings above, the system will add 31 day to the document date and use EOM date of the following month.

 

Userlevel 3
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We are trying to setup a 1% 10th net 30 terms.

No matter what date the invoice is created the discount is available until the 10th of the following month.

But the due date should still be 30 days out.  We tried this:


But got this as a result.
How can I set up a term for something like this?
 

 

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