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Payment types can be applied to the client settings if:
the due date is wrong, or
you wish to collect payment on different payment terms
For example, you may regularly invoice a client for dog walking in arrears. This means that all the client's quotes and invoices will automatically default to the payment type in their settings.
However, you may then wish to invoice them for a different service than usual, with different payment terms. For example, your client usually orders weekly dog walks from you on an ongoing basis which you invoice at the end of each week in arrears. Their dog is unable to walk due to illness so have requested home visits instead. You usually invoice home visits in advance, so you wish to change the payment type for this quote only (and subsequent invoice).
How do I Change the Payment Type on an individual Invoice?
NOTE: this must be done at the quote stage (ie. before the invoice is raised and sent to the client). If your invoice has already been sent, you will need to void the invoice, then edit the payment type and then raise the invoice again and re-send it to the client. The invoice will have a different number to the original - now voided - invoice.
When you are viewing the quote details, click "Edit Payment Type" from the sub menu on the left.
If you know the correct payment type that will apply the settings to the quote, choose the alternative setting from the drop down. This will apply this payment type to this quote only.
If you know that the due date will be different, check the box for "Update Due Date" as well.
Click "Update Payment Type".
You can now convert the quote to an invoice