How to Delay an Invoice

Noah Jamison Updated by Noah Jamison

Convictional allows buyers to define the time between when an order is shipped and when its invoice is posted. This can be thought of as a delayed invoice.

You can choose default settings that will apply to all of your partners, or you can define different settings for each of your partners separately.

Follow the steps below to get started!

Default Settings

When you set default billing settings, they will be applied to all of your partners, excluding the ones you have set up specific rules for. Here is how to set your default settings:

1. Open the Settings modal

Click on the "Settings" button at the bottom left of your screen:

2. Navigate to the Billing tab

Now that you have your settings open, click on the tab labeled "Billing":

3. Choose your settings

This is the final step. All that's left is for you to define your payment terms. The number you input here will define the number of days that you'd like to pass between when an order has been shipped, and when its invoice has been posted. Enter the number of days, click "Save", and you're all set!

Partner Settings

You can also define specific settings for each of your partners. Follow the steps below to learn how.

1. Navigate to the Partners page

Click on the "Partners" button in the navigation menu to pull up the Partners page. This page allows you to view your different partnerships.

2. Select a Partner

From the Partners page, you can select which partner you'd like to define specific billing settings for. Click on the "manage" button to open a specific partner's settings:

3. Choose your settings

The final step is to define your settings that will be applied only to this specific partner. Toggle "Enable Delayed Invoices" to on if you would like to apply the number of days to delay the invoice. Be sure to save your settings using the blue "Save" button at the top. Congratulations! You have now defined partner specific billing terms.

Important: "Enable Delayed Invoices" must be on if you'd like to apply these settings. If it is turned off, then this partner will use whatever your company's default billing settings are. View the Default Settings section just above to see how you can select your default settings

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