Customer payment terms and due dates

Store optional Payment terms on the customer master so new receivable invoices prefilled Due date from your commercial terms. Cortena applies a clear priority: manual due date on the invoice wins, then customer terms, then subscription terms, then invoice date fallback.

Related: Accounts receivable.

1. Set payment terms on the customer

1. Go to Receivables → Customers.
2. Open or create a customer.
3. In the customer form, set Payment terms (optional), for example Net 30 or your workspace’s configured term list.
4. Save the customer.

Terms appear on the customer list/detail for reference; they drive due-date prefill on new drafts, not retroactively on issued invoices unless you edit the invoice.

2. How due date is prefilled

When Cortena creates or opens a receivable draft:

Example: Customer Acme GmbH has Net 30; invoice date 1 March → due date prefills 31 March until you change it.

3. Manual override

1. Open the receivable in the combined invoice view.
2. Click Due date in the dates section (same spreadsheet-style editing as invoice date).
3. Enter a new date and commit (Enter or blur).

Your edit is kept on save. Even if customer or subscription terms change later, this invoice keeps the date you set.

Tips and limitations

• Payment terms on the customer are optional; leave blank to fall through to subscription or invoice date.
• Changing customer terms does not rewrite due dates on existing drafts you already edited manually.
• Discount / Skonto terms on payables are separate; this article covers receivable due date prefill only.

Quick reference