Set due dates on your invoices

When an invoice is past its due date, it is marked as Due in Sufio. It is never automatically canceled nor deleted.

You can also set up Sufio to automatically send reminders for overdue invoices.

Sufio calculates the due date automatically as a number of calendar days, beginning with the day after the issue date.

You just need to set your preferred payment period, such as 7, 15, or 30 days.

To set a custom due date:

1. In your Sufio account, go to the Settings → Documents page.
2. Scroll down to the Document numbering and defaults → Dates section.
3. Under Due date, click on the Set default due days button.
4. Enter the number of calendar days for the due period.
5. Click on the Update settings button at the top of the page to apply the changes.

Now, for newly created unpaid invoices, Sufio will set a custom due date and display it on the invoice.

With the introduction of Shopify payment terms, you can create various payment schedules for your customers, such as net 30, net 60, or even custom terms for B2B transactions, where larger orders and extended payment periods are common.

Shopify Plus users can set default payment terms for each company or company location of their B2B customers. This means that orders automatically follow the designated payment schedule.

Alternatively, you can assign payment terms manually when creating draft orders in Shopify.

Sufio integrates seamlessly with Shopify payment terms. Once you’ve set up your preferred payment terms, the due date will automatically appear on invoices created from orders in Sufio.

By default, Sufio uses the payment terms to determine the invoice due date. For example, if you created an order on November 11th, 2024, using the net 30 payment terms, the invoice due date will be set for December 11th, 2024.

You can also choose to display the name of the applied payment terms directly on your documents for added clarity. This can be done by customizing the template code and adding the order.payment_terms.payment_terms_name property to your Payments section.