MyTrucking allows you to create and manage multiple Invoice due date rules for your clients and set a default Invoice due date rule for new clients.
When invoices are posted to Xero, the correct due date is automatically calculated based on the Invoice due date rule assigned to that client. This removes the need to manually adjust invoice due dates in Xero for clients with special payment arrangements.
Default Invoice Due Dates
You can define a default invoice due date rule in General Settings.
This default Invoice due date rule will automatically be applied to all newly created clients, helping ensure invoice due dates are set consistently across your business.
When setting up your invoice settings, it’s important to select the closest available option from the predefined Invoice due date rules. While Xero provides more flexibility, MyTrucking uses a fixed structure to ensure consistency across the system and integration.
Creating a New Invoice Due Date Rule
If you need an Invoice due date rule that doesn't already exist:
Open the client record.
Navigate to the Invoice Due Period section.
Enter the required Invoice due period.
Click Save.
Once saved, the new Invoice due date rule will automatically appear in the Invoice due dates list within General Settings and can be assigned to other clients.
Applying Invoice due date rules to Clients
Invoice due date rules can be assigned or updated from the Edit Client page.
This allows you to:
Set unique Invoice due date rules for individual clients.
Update existing clients when payment arrangements change.
Reuse Invoice due date rules that have already been created.
Viewing and Managing Invoice Due Date Rules
The Invoice due dates section in General Settings displays all invoice due date rules currently in use.
For each Invoice due date rule, you'll see a count of the clients assigned to it.
To view the clients assigned to a specific Invoice due date rule:
Go to General Settings.
Locate the Invoice due dates table.
Click the client count next to the Invoice due date rule.
MyTrucking will display a filtered list of all clients assigned to that Invoice due date rule, making it easy to review and manage client payment arrangements.
How Invoice Due Date Rules Work with Xero
When an invoice is posted from MyTrucking to Xero:
The client's assigned Invoice due date rule is used to calculate the invoice due date.
The calculated due date is sent to Xero with the invoice.
Xero displays the invoice with the correct due date already applied.
This helps ensure invoice due dates remain consistent between MyTrucking and Xero while reducing manual administration.
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