How to Set Default Due Dates for Each Client/Vendor to Auto-Apply Them While Creating Documents?

Manually setting due dates for every invoice or expense can be time-consuming and prone to errors.

With Refrens, you can assign a Default Due Date (Days) to each client or vendor.

This ensures that whenever you create an invoice or expenditure, the correct due date is automatically filled in - saving you time and helping you maintain consistent payment terms.

How to Set a Default Due Date for a Client or Vendor?

1. Go to Clients or Vendors: Navigate to the Clients or Vendors section from your Refrens dashboard.
2. Add or Edit a Client/Vendor: Click on “Add Client” or “Edit” an existing client/vendor.
3. Find the Default Due Date (Days) Field: In the form, scroll to the Additional Details section (below Email and Phone Number), then look for the field labeled Default Due Date (Days).
4. Enter the Number of Days: Type the standard number of days you want invoices or bills to be due for this client/vendor (e.g., 30).

Click “Save,” and you are good to go!

How It Works When Creating Documents

When you create an Invoice, Quotation, Proforma Invoice, Debit Note, or Expenditure:

• If you select a client or vendor with a default due date, the due date field will auto-fill based on their setting. You’ll see a notification confirming the due date was updated:

Frequently Asked Questions

Q: Can I override the auto-filled due date?

A: Yes! You can always manually change the due date on any document. Once you do, Refrens will not auto-update it again for that document.

That's it! 

If you still have questions, please drop an email at care@refrens.com OR reach out to us on live chat support for quick assistance.

Updated on: 11/12/2025