Set up due dates (payment terms) for bills, sales invoices or quotes

While you're setting up your organisation in Xero, you can set up default due dates for bills and sales invoices for your organisation, and a default expiry date for quotes.

After you've finished setting up your organisation, you'll be able to add custom due dates for individual contacts.

About default due dates and expiry dates

  • Setting up default due dates or a default expiry date saves you having to enter them when you add bills, sales invoices and quotes.
  • You can override a default due date in the bill or sales invoice or override the default expiry date in a quote.

Set up default due dates for bills or sales invoices

Follow these steps to set up default due dates for your organisation. Xero enters these dates each time you add a bill or sales invoice.

  1. Click Default Settings.

    Image showing the Options... button on the Invoice Settings screen.

  2. Under Bills Default Due Date (Optional) or Sales Invoices Default Due Date (Optional), enter a number and select an option from the drop-down.

    Entering information into the due date fields

    Image of the Default Settings window and the Sales Invoices default due date.

  3. Save.

Set up a default expiry date for quotes

Follow these steps to set up a default quote expiry date for your organisation. Xero enters this expiry date each time you add a quote. You can override the default expiry date on the quote.

  1. Click Default Settings.

    Image showing Default Settings button.

  2. Under Quote Expiry Date, enter a number and select the option from the drop-down.

    Entering information into the due date fields

    Image showing quote expiry option selected.

  3. Click Save.

Entering information into the due date fields

Enter a number and select an option from the drop-down.

Enter up to 2 numbers if you select any of the following:

  • 'of the following month'
  • 'day(s) after the end of the Bill month'
  • 'day(s) after the end of the Invoice month'
  • 'day(s) after the end of the Quote month'
  • 'of the current month'

If you select day(s) after the end of the Bill/Invoice/Quote month, you can enter 0 in the Due field to set the due date to the end of the bill's, invoice’s or quote's month.

Alternatively, enter '31' with of the following month or of the current month options, to set the due date for the last day of the month. Where a month has fewer than 31 days, Xero will automatically set this to the last day of that month.

Enter up to 3 numbers if you select any of the following:

  • 'day(s) after the Invoice date'
  • 'day(s) after the Bill date'
  • 'day(s) after the Quote date'
You can enter 0 in the Due field to set the due date to the date of the invoice, bill or quote.