How do I Edit or Change a Customer's Invoice Due Date
Invoice sales to customers in Retailer have a due date automatically set (according to your customer settings).
This affects the aging of the balance (when it is considered overdue) on customer statements and the General Debtor report.
There are other details of the invoice that can be edited. Click HERE for more information on how to do those changes.
If this due date needs to be changed, this can be done from the Customer screen, and the Previous Sales screen.
Note: changing the invoice due date will trigger the system to recalculate the customer's account balance.Customer screen
From the main screen of Retailer, either click the Customer button, or click Customers -> Customer screen at the top.
Use the search to bring up the relevant customer whom the invoice sale was done to.
Right click on the invoice transaction in the transaction list, and click Edit Invoice Due Date.
Simply select the new due date and click OK.
Point of Sale - Previous Sales screen
Go into the Point of Sale screen, and click the Previous Sales button, or press [F3] on the keyboard.
Search for the invoice transaction using the options at the bottom.
Right click on the invoice in the list, and click Edit Invoice Due Date.
Select the new due date and click OK.
Related Articles
Invoice Arrivals Due Date
When arriving a supplier Invoice in Invoice Arrivals, the Due Date field can be set to calculate one of four ways: Number of days after Invoice Date Number of days after the end of the Invoice Month Of the Following Month Of the Current Month The due ...Stock Screen - Changing Details on Stock Items
All aspects of a stock item - its name, prices, barcode, quantity on hand, stock code etc. - can be changed at any time. This is done through the Stock Screen, which is one of the most important screens in Retailer and one you will see a lot. The ...Change Customer Barcodes
If required, you can change the barcode which is automatically generated when a new customer is created. This might be because you have got pre-printed customer cards \ loyalty which have their own barcode on them. Click HERE to learn more about ...Perform Cash Sale For Account Customer
Account customers are defined in Retailer as customers who can purchase goods on an account and pay that account at a later date. Click HERE for more information about account customers. By default, any sale to an account customer is processed as an ...How do I remove a customer/account/layby payment?
Mistakes happen and it may be necessary to remove a payment accidentally made to a customer account or a layby. Things to be aware of: The payment cannot be removed if it has appeared on a customer statement. If the payment was done on a previous ...