ⓘ 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
- In the Business menu, select Bills to pay.
- Select the Awaiting payment tab.
- Under the Planned date column, click Add date.
- Select the payment date for the bill.
Add a planned payment date to multiple bills at once
- In the Business menu, select Bills to pay.
- Select the Awaiting payment tab.
- Select the checkboxes for all bills with the same planned payment date.
- Click Add planned date, then select the payment date for the bills.
Change or delete a planned payment date
Change a planned date
- In the Business menu, select Bills to pay.
- Select the Awaiting payment tab.
- Under the Planned date column, click the date you want to change.
- Select the payment date for the bill.
Delete a planned date
- In the Business menu, select Bills to pay.
- Select the Awaiting payment tab.
- Under the Planned date column, click the date you want to change.
- Click Remove plan date to delete the scheduled payment date.