Add an expected payment date to an unpaid invoice

Add an expected payment date and notes to an invoice so you know when your customer has agreed to pay you. You can add an expected payment date either in the Awaiting Payment tab or directly in the invoice.

Add expected payment date in the Awaiting Payment tab

  1. In the Invoices menu, select Sales.
  2. Click the Awaiting Payment tab.
  3. Find the invoice you want to add an expected payment date for.
  4. In the Expected Date column, click Add Date & Notes.

    Image of the Expected Date column in the Awaiting Payment screen.

  5. (Optional) Add a note about the payment.
  6. Select an expected payment date.
  7. Click Save and select one of the save options.

    Image of the add expected payment date section in the Awaiting Payment screen.

Add expected payment date in an invoice

  1. Find and open your awaiting payment invoice. Use search if you know the contact's name, or invoice amount.
  2. Scroll to the History & Notes section of the invoice.
  3. Click Add Note / Expected Payment date.
  4. (Optional) Add a note about the payment.
  5. Select an expected payment date.
  6. Click Save and select one of the save options.

    Image of the add expected payment date section in the invoice History & Notes section.