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Customizing Invoice Due Dates

We're pleased to announce the ability to customize invoice due dates to accommodate family financial circumstances.

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

Sometimes families may receive approved extensions on when their invoices are due. We've added the ability to handle these special cases without impacting your standard due date rules.

Here's how it works:

From a child's billing tab, click Other Actions > Adjust Billing Due Date(s).

A pop-up will appear allowing you to set custom due dates:

  • For monthly billing, choose a day of the month (1-31).

  • For weekly billing, pick the weekday invoices should be due.

These new due dates will display on the child's profile and be applied moving forward.

The custom dates can be edited anytime by re-opening the pop-up. You can also remove the custom settings.

Benefits:

  • Accommodate families with approved due date extensions

  • Avoid changing your global due date configurations

  • Increased flexibility in handling exceptions

  • Due dates clearly visible on child profiles

With the new ability to override invoice due dates, you can easily handle special billing circumstances for families. Let us know if you have any other questions!

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