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Change a payment's due date

How to update payment due dates in a previously-sent invoice.

Updated over a month ago

If something's changed with your client or the project, you can update a payment's due date after you've shared the invoice with your client.

  1. Use the search bar or select Projects from the top navigation menu to find the project that holds the invoice you need to update

  2. Once you're in the project workspace, select the smart file that holds the invoice you need to update (don't select the triple-dot icon)

  3. At the top of your screen, select Edit File

  4. In the Payment Schedule section, select the due date for the payment you want to update

  5. Select what you want the new due date to be

  6. At the top of your screen, select Update & Share

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