Setting default invoice payment terms
Payment terms define when an invoice is due. Trade2Base lets you set a default (e.g. 14 days or 30 days) that applies to all new invoices automatically, saving you from setting it manually each time.
How to set your default payment terms
In the main navigation, open Settings and select Invoices from the left-hand menu.
Scroll to the Payment terms section. You will see the Default payment terms field showing your current setting.
Select from the dropdown: Due on receipt, 7 days, 14 days, 30 days, or enter a custom number of days. Most trade businesses use 14 days for domestic clients and 30 days for commercial clients.
Click Save settings. All new invoices created from this point will use this term as their default due date, calculated automatically from the invoice date.
You can override the due date on any individual invoice by editing the Due date field before sending. The default is a starting point, not a lock.
The Late Payment of Commercial Debts Act 1998 sets a statutory default of 30 days for B2B invoices in the UK if no terms are agreed. Many trade businesses use 14 days for domestic clients and 30 days for commercial clients.
Frequently asked questions
Yes. Open the customer record, go to the Billing tab and set a customer-specific payment term. When you create an invoice for that customer, their custom terms are used instead of the system default.
Yes. The payment terms and due date are printed on every invoice PDF. The exact wording is "Payment due within X days" or "Payment due on receipt", followed by the calculated due date.
The default options are in days. For monthly terms (e.g. end of the month following invoice date), use the custom days field as an approximation, or contact support to discuss whether calendar-month terms are on the product roadmap.
No. Changing the default only affects new invoices created after the change. Existing invoices keep their original due dates. To update an existing invoice's due date, open it and edit the Due date field manually.
Still need help? Contact support
Set your terms once and let Trade2Base calculate due dates, send reminders and chase late payers automatically.
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