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 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

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

Set up default due dates for bills or invoices

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

    Image of the Default Settings window and default due date.

  3. Click 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 a due date option.

    Image showing quote expiry option selected.

  3. Click Save.

Entering information into the due date fields

Enter a number and select a due date option. If you select any of the following, enter up to two numbers:

  • 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, invoice or quote 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. If a month has fewer than 31 days, Xero automatically sets 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.