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

Set up default due dates for bills and invoices for your organization, a default expiry date for quotes, or custom due dates for individual contacts.

About default and custom 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.
  • If you've entered default due dates for both organization and contact, Xero enters the contact due date in the invoice or bill.

Set up default due dates for bills or invoices

Follow these steps to set up default due dates for your organization. Xero enters these dates each time you add a bill or invoice, as long as the contact doesn't have custom due dates set up in their contact record.

  1. In the Settings menu, select General Settings, then select Invoice Settings.
  2. Click Default Settings.

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

  3. 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.

  4. Click Save.

Set up a default expiry date for quotes

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

  1. In the Settings menu, select General Settings, then select Invoice Settings.
  2. Click Default Settings.

    Image showing Default Settings button.

  3. Under Quote Expiry Date, enter a number and select a due date option.

    Image showing quote expiry option selected.

  4. Click Save.

Set up custom due dates for an individual contact

Follow these steps to set up custom due dates so they appear each time you enter a bill or invoice for an individual contact.

  1. In the Contacts menu, select All Contacts.
  2. Search for your contact, and click their name to open their details.
  3. Click Edit.
  4. Under Financial Details, in the Bills Due Date or Invoices Due Date field, enter a number and select a due date option.

    Image of the Contacts screen and Invoice Settings section.

  5. 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.