ⓘ This article is for small businesses who use Xero
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Set up a default due date for your organization's invoices, and set overriding due dates for individual contacts.
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Set up a default expiry date for quotes.
About default due dates and expiry dates
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Use a default due date or default expiry date to save time entering them on each invoice or quote.
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You can override a default due date in the invoice or override the default expiry date in a quote.
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If you've entered default due dates for both organization and contact, Xero enters the contact due date in the invoice.
Scenarios
The following scenarios are common ways to set up default due dates and default expiry dates.
| To set the default date to | In the Due field, enter | Select |
|---|---|---|
| The date of the invoice, bill or quote | 0, or leave it blank | day(s) after the invoice date |
| The end of the bill, invoice or quote month | 0, or leave it blank | day(s) after the end of the bill/invoice/quote month |
| The last day of a month | 31 (If a month has fewer than 31 days, Xero automatically sets this to the last day of that month) |
of the current/following month |
For example:
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If you send a quote on 5 August with an expiry date 0 days after the end of the invoice month, the quote expiry will be 31 August.
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If you send an invoice on 15 July with a due date 6 days after the end of the invoice month, the invoice will be due on 6 August.
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If you send an invoice on 20 November with a due date 31 of the current month, the invoice will be due on 30 November.
If the Due field is left blank and you select of the following month or of the current month, Xero will not create a default due date.
Set up a default due date for invoices
Follow these steps to set up a default due date for your organization. Xero enters these dates each time you add an invoice, as long as the contact doesn't have a due date set up in their contact record.
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Click the organization name, select Settings, then click Invoice Settings.
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Click Default Settings.
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Under Sales Invoices Default Due Date (Optional), enter a number and select a due date option.
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Click Save.
For more tips on how to save time invoicing and get paid faster, see our guide Get your invoices paid faster.
Set up a default expiry date for quotes
Follow these steps to set up a default quote expiry date for your organization. Xero enters this expiry date each time you add a quote. You can override the default expiry date on the quote.
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Click the organization name, select Settings, then click Invoice Settings.
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Click Default Settings.
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Under Quote Expiry Date, enter a number and select a due date option.
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Click Save.
Set up a default due date for an individual contact
Follow these steps to set up a default due date so that it appears each time you enter an invoice for that contact.
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In the Contacts menu, select All contacts.
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Next to the contact you want to set a due date for, click the menu icon
, then select Edit.
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Select Sales defaults.
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Under Invoice due date, enter a number and select a due date option.
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Click Save & close.