Set due dates for suppliers or direct connections
Overview
- Set up a default due date for documents uploaded for a specific supplier or direct connection.
About using default due dates in Hubdoc
Use a default due date to save time on manually entering a date each time you upload a document for a supplier, or when you receive one from a direct connection.
Setting a due date can be useful if there isn't one already on the document, or if you pay a bill at the same time every month. You can choose to prioritise the due date on a document and only use the default due date if the due date is missing from the document.
You can set a due date for a:
- Number of days after the bill date
- Number of days after the end of a bill month
- Particular day of the following month
- Particular day of the current month
When you publish to your cloud accounting platform, the due date set in Hubdoc will be applied.
Set up a default due date for suppliers
Follow these steps to set up a default due date for documents uploaded for a specific supplier.
- On the Hubdoc dashboard, click the settings icon
.
- In the Manage Accounts tab, select the Suppliers tab, then click the supplier's name.
- Under Default Due Date, enter a number and select a due date option.
- (Optional) Select the Use document date first when it's available checkbox to only use the default due date if the due date is missing from the document.
- Click Save, then click Close.
Set up a default due date for direct connections
Follow these steps to set up a default due date for documents received from a direct connection.
- On the Hubdoc dashboard, click the settings icon
.
- In the Manage Accounts tab, select the Automatic Accounts tab, then click the supplier's name.
- Under Default Due Date, enter a number and select a due date option.
- (Optional) Select the Use document date first when it's available checkbox to prioritise the due date on the document and only use the default due date if the due date is missing from the document.
- Click Save, then click Close.
What's next?
Customise direct connections to organise how you’d like supplier documents to be treated when they're added to Hubdoc.