Add, change or delete planned payment dates for bills

  1. Overview
  2. Billing
  3. Add, change or delete planned payment dates for bills

ⓘ This article is for small businesses who use Xero 

Overview
  • Add a planned payment date for an individual bill or multiple bills. 
  • Delete or edit payment dates on individual bills. 
About planned payment dates

You can add planned payment date to a bill to track when you want to pay. This payment date is your own, not your supplier's due date.

When you add a planned date to a bill, Xero displays this at the top of the Awaiting payment tab. Multiple payments are grouped together by dates.

Add a planned payment date

Add a planned date to an individual bill

  1. In the Business menu, select Bills to pay.
  2. Select the Awaiting payment tab. 
  3. Under the Planned date column, click Add date.
  4. Select the payment date for the bill.

Add a planned payment date to multiple bills at once

  1. In the Business menu, select Bills to pay.
  2. Select the Awaiting payment tab.
  3. Select the checkboxes for all bills with the same planned payment date. 
  4. Click Add planned datethen select the payment date for the bills.
Change or delete a planned payment date

Change a planned date

  1. In the Business menu, select Bills to pay.
  2. Select the Awaiting payment tab.
  3. Under the Planned date column, click the date you want to change.
  4. Select the payment date for the bill.

Delete a planned date

  1. In the Business menu, select Bills to pay.
  2. Select the Awaiting payment tab. 
  3. Under the Planned date column, click the date you want to change.
  4. Click Remove plan date to delete the scheduled payment date.

 

 

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