Set Date Format and Default Payment term

In following article we will explain more about how you can set a date format and default payment term for entire application.  

iOS and Android

From Preference

• From side menu tap on Customization under Settings.
• Tap on Preferences.
• Tap on Due Date.
• Tap on Yes option of Do you use Due Date?
• Tap on yes option of Do you use Payment Term. e.g. Net 15?
• Select a payment term from Payment Terms drop down.
• Tap on Save.
• Now create an Invoice. You will see the displayed due date is calculated according to set payment term.

Web and Mac

From Preferences

• Click on Settings -> Customization -> Preferences
• Click on Due Date.
• Select a Date Format from the drop down. 
• Click on Yes option of Do you use Due Date?
• Now to set default payment term, click on yes option of Do you use Payment Term. e.g. Net 15?
• Select a payment term from Payment Terms drop down.
• Click on Save.
• Now create an invoice. You will see the displayed due date is calculated according to set payment term.
• All the dates displayed in the application will be displayed according to set date format.

From PDF Customization

• Click on Settings -> Customization -> PDF Customization
• Click on Body -> Date
• Select a date format of your choice from Date Formats drop down.
• If due date is in Hide state then click on Hide named toggle to change it to Show.
• Click on Hide named toggle of Terms to change it to Show.
• Click on Edit button of Terms
• A popup names Edit Terms will open in PDF View.
• Select a payment term from drop down and click on check/tick mark button of the popup.
• Click on red colored Save button available at the top.
• Now create an invoice. You will see the displayed due date is calculated according to set payment term.
• All the dates displayed in the application will be displayed according to set date format.