How to define a customer-specific due date

Can I set a customer-specific due date for my invoice on Billomat?

Some customers or products sometimes require a specific processing time. To set a customer-specific due date for invoices would therefore be a big advantage. Luckily, with Billomat it’s very easy.

First, you should define under “Settings > Configuration > Default values” which values you want for the due date, the discount, etc. All the values that are defined here apply everywhere in your account, as long as you do not change them manually or for every customer individually.

In order to modify the customer’s data, click on a customer and on “Edit” in the sidebar on the right-hand side. This way, you can edit their values. Under the tab “Settings”, you will find all the default values for this customer. If you modify something here, it will only apply to this particular customer, while the other customers remain with the account settings.

Discount, validity of estimates and personal discounts

Beside the validity, you will also find the discount rate and the validity of estimates here, which can be adjusted. Further down, under “Other”, you can even define the price group for the customer, select their payment method and decide to grant them a general reduction. It is all individual and personalized! Don’t forget to click on “Save” after having chosen the due date, the discount rate, etc. for your customer. Otherwise all your adjustments will be lost!

Haven’t found an answer?

Then our support team is glad to assist you personally and of course free of charge either via phone or email.

Email: support@billomat.com
Phone: +49 911 – 148861590

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