Why can't I change the default invoice payment schedule to Net-14 instead of invoice date same day due date?

​@Lilli Agreeing with what Alicia said above- if you have a master smart file template, you can set the due date on time in the master template and whenever you use it, you shouldn’t need to edit the due date. For example, if you want to use the smart date of 2 weeks after invoice sent, it will update to the correct date every time you send it to a client without you having to manually go in and adjust what the date would be.

Hopefully that feature will help solve this for you. Definitely let us know if we misunderstood what you’re asking/needing so we can find another solution that might work for you.

​@Lilli Hello! Everyones suggestions are correct. To add on, if you do not want payment reminders sent to your clients and feel it may be bugging them, you can edit payment reminders by going to:

 Settings → Company Settings → Preferences

If you need any further assistance with changing payment due dates, or payment reminders, please reach out to our support team. We’d be happy to help! 

Ahhh! Thank you so much, setting my default invoice setting to be the smart date will definitely help. 

You guys understood the problem! I think that workaround with the invoice template would definitely help. The only place where it wouldn’t work is when there’s a choice between two packages, then the automatic invoice that gets created from there seems to still be the same day deadline, but I’ll look at the settings to make sure. 

I do want reminders to go out, because my clients are as scatterbrained like me :)

​@Lilli So glad that all made sense!

To speak on the choosing between two packages: Does each package have its own payment schedule? If so, is there a way to finalize package selection before sending the invoice and contract so that you can send all of that with the correct payment schedule? What does your package selection process look like currently? Do you offer lots of add-ons?

There’s 2 ways you could handle this:

1. Know the main package they are booking before sending the proposal with contract and invoice. If you do have package add-ons that they can choose, you can still have that inside the services section of your booking file. But you’d then have a specific booking file template for each package so that you can set the appropriate details for each package (contract terms, payment schedule, etc.)
    
2. You can have a “build your package” file that lists every possible service, add-on, package, etc. they can choose from so that once they submit, you can then send them the invoice and contract separately with all of their selections. You can do this by utilizing a feature in the “build your package” file’s settings. You’ll go to the gear icon on the file/template and scroll down to the Service Block Settings section where you can toggle on for it to generate a draft invoice based on their selections and you can tell it which of your invoice templates you want to use.

Either option would require you to create 2 separate file templates, but once the template is created, you’ll only need to update it if your package details change and not on a per project basis.

Let me know if those 2 options make sense or if I can share a video or something to explain further

Oh wow, thanks Alyssa! That’s WAY more fancy than what I was thinking :D 

Currently I just have “do you want package A or package B”. Honestly sounds like I have a lot of setup work left to do, there’s seemingly endless amounts of customization available! This is a big leap, coming from “custom proposal and manual invoices” world. 

Very cool, I’ll go look how I’ve got it set up. 
Changing my default invoice template to have the Smart Date on it helped a ton already. 

Thanks so much! 

​@Lilli I’m so so glad this has given you some ideas! HoneyBook is such a powerful tool with all the different ways we can customize our processes to how we actually work.

And while customization is awesome, it can definitely be a lot of work to get things set up and overwhelm can kick in quick. So if you ever feel like you’d like to talk through anything else in more detail, I’d love to hop on a quick call to provide some extra guidance if you think that would be helpful! If you’re interested, feel free to set up a time HERE or shoot me an email at alyssa@graceandflowsystems.com if you wanna keep the conversation open :)

Wishing you all the best with your setup either way!