Setting a client's billing terms

In this article, you'll learn how to set a client's billing terms: whether their jobs can be marked Done before they've paid, and how many days they get to pay an invoice. Use it for commercial accounts that pay on terms, and for residential clients you want paid before the job closes.

Billing terms are saved per client. There's no company-wide default to change. Every new client starts with Allow marking done before payment switched on and payment terms set to Due on service date.

To open a client's billing terms:

  1. In the menu, tap Clients.
  2. Tap the client.
  3. Scroll to the bottom of their page, past Customer notes, to Billing terms.
Note: Billing terms show in the phone app, and on the web when you open the client's page on a phone or in a narrow browser window. The desktop client page doesn't show them. If you're at a desktop, narrow the browser window or use the app.
Finding Billing terms at the bottom of a client's page

Allow marking done before payment

This switch controls what happens when someone tries to mark a job Done while the job still has a balance.

  • On (the default): the job can be marked Done with money still owed. The invoice stays open and you collect later. Good for commercial accounts, property managers and anyone you bill on terms.
  • Off: a job with a balance stays open until it's paid. If you try to mark it Done, the CRM refuses and tells you how much is still due. Good for residential work and first-time clients.

The refusal shows as a Payment first message with two choices. On the job page, Record payment opens the Collect payment screen for the amount owed. Not now leaves the job open. You get the same choice on the web and in the app.

To change it:

  1. Open the client's Billing terms.
  2. Tap the Allow marking done before payment switch.

It saves as soon as you tap it. Saved shows under the terms for a moment.

Note: The switch only matters when a job still has a balance. A job that's fully paid can be marked Done either way, and a job that's already Done isn't affected.

Payment terms

Payment terms set when this client's invoices are due. The due date is counted from the day the invoice is first sent, in your business's time zone. Sending the same invoice again later doesn't move it.

To set the terms:

  1. Open the client's Billing terms.
  2. Under Payment terms, pick one:
  • Due on service date: due the day the invoice goes out.
  • Net 30: due 30 days after it goes out.
  • Net 60: due 60 days after it goes out.
  • Other: type your own number of days.
  1. If you picked Other, type the number in the Due … days after the service date box, then tap outside the box to save. Anything from 0 to 365 days works.

Payment terms saved shows under the field.

Picking a client's payment terms
Tip: Changing a client's terms doesn't move the due date on invoices you've already sent them. It applies to the next invoice you send. An invoice you've created but not sent yet shows a provisional due date counted from the day it was created.
Note: The wording that prints under "terms" on your invoices is a separate, company-wide setting. See Setting payment terms for invoices.

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