Issue/Symptom/Question

After billing a job, I noticed the Invoice is showing up with a missing due date? I have confirmed the customer has payment terms assigned.

Applies To

PENTA for Windows

Invoicing

Customer Information (Billing & Accounts Receivable > Customers > Customer Information)

Job Information (Project Management > Jobs > Job Information)

Resolution/Fix/Answer

1. Check to ensure the payment terms record is properly setup with a Due Net Days or Proximo Due information.

2. If the payment terms are correctly defined at the customer level, double check to ensure the payment terms are also defined at the job level,

NOTE: If the payment terms at the customer level was updated AFTER the job was setup, the payment terms field in the Job Information window will need to be manually updated. The Customer default only applies on new jobs going forward

Once you identify the setup issue and address it, the billing due date for the invoice will still need to be updated manually. To do this, use the Update Billing Due Date window. Updating the billing due date will allow you to track AR invoices by due date.

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