Can I invoice a customer on a specific day when Auto Processing?

Modified on Fri, 14 Jun at 1:30 PM

Sample Question:

We like to set our recurring invoice date to the 1^st of the month and the payment terms to due upon receipt. However, some of our customers request we auto process them on specific days of the month.

For example, one customer asked that we bill for everything on the 20^th of the month (even non-recurring charges). How can we do this? I don’t think payment terms will help, because these customers sometimes have invoices that are generated in middle of the month, so we’d need many payment terms and it would be a nightmare to keep on top of it.

Answer:

The best way to do this is to set the due date explicitly on the invoice. Benji Pays auto processing will wait for that due date to process the payment.

We have other features such as delay days that will wait x days past the invoice due date, but it will have the same issue as payment terms.