Your billing period controls when an invoice is posted to a customers account. The typical billing period is 7 days, but you can change this billing period so that the invoice is generated when you want it to be, up to 20 days before the upcoming due date.
Change the software billing period
1. Go to the Setup > Setting tab.
2. The number in the Billing Period field is how many days before the due date you want the invoice to post to the customer's account. For example: If an invoice is due on the first and the Billing Period is set to seven (7), the invoice will be posted 7 days before the first of the month (due date). A month with 30 days will be posted on the 24th and a month with 31 days will be posted on the 25th (February would be posted the 22nd (leap year: 23rd).
3. Click Save at the bottom of the page to save any changes.
Note: Shortening the billing period can cause customers to be invoiced twice for the same period if they were recently invoiced. If you're unsure, please call our Support Team at 435-656-1990.
⚠️ The Reminder Period determines when the automatic invoice reminder will be sent to a customer. You can read more in our article: The Reminder Period.