Customer Payment Terms and Due Dates

Different customers have different terms. A fixed field mapping gives every invoice the same due date; payment terms give each customer theirs.

Where the setting is

It's on the invoice mapping set, which is org-wide rather than per Xero organisation: Configuration → Advanced → Custom Object / Field Mapping, open the invoice set (TCC by default) with Edit, and look at the Invoice Due Date row. Under it is a checkbox, Default to customer payment terms.

What it does

With it ticked, the due date is calculated from the Xero contact's own terms as soon as the invoice date is set. Xero supports four shapes, and all four are honoured:

• Days after the invoice date
• Days after the end of the month
• Of the current month
• Of the following month

The mapped field, Created Date by default, is used only for customers who have no terms set in Xero. With the box unticked, the mapped field or a manual entry applies as before.

On the invoice screen, a Default Terms Applied pill shows when the due date came from the contact's terms, so users can see why the date is what it is.

Where terms come from

Payment terms live on the Xero contact, for both sales and bills, each as a number of days and a type. They're captured onto the Xero Contact record in Salesforce and pushed back if edited there.