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Customer - Term of payments

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Posted on by TC-08090329-0

We want to set the term of payment of a customer, that for invoice billed on or before 15th, the invoice is due in current month end, if invoice billed after 15th, it will be due on 15th next month. Is it possible?

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Dynamics 365 Finance

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Bharath jain 1,633 Super User 2026 Season 1 on at

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Hi TC-08090329-0,
Since you want the due date to be the end of the month for invoice dates before the 15th, and the 15th of the next month for invoices dated after the 15th, I don’t think there is a standard option to achieve this. Let's see if anyone has a workaround
Regards,
Bharath Jain
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Subra 2,392 Super User 2026 Season 2 on at

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Hi @TC-08090329-0

Yes, It's possible with the customization. since we don't have any out of the box feature.

Thanks,
Subra

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Deepak Agarwal 9,353 Super User 2026 Season 2 on at

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Hello, Std payment terms doesn't provide this functionality and there is no supporting configuration.
Even you will think of customization you need to make sure the due date wont overwrite from other logic, for example, in system due date derived from Payment terms and whenever you change invoice date or payment terms , the due date recalculates.
One option could be create a new payment term with 0 days and and write you logic on invoice to calculate due date based on your business requirement.
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Deepak Agarwal 9,353 Super User 2026 Season 2 on at

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[Sorry for duplicate response, It seems some glitch and earlier repones was now showing here]
Hello, Std system doesn't provide this, you need to think of customization. Be thoughtful when writing code as due date get overwrite when change in Invoice date or payment terms. So you may need to define a new payment term with 0 days and write business logic accordingly and stop getting this overwrite if anyone change on front end.
TC-08090329-0 2 on at

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Thank you all for the reply. As we don't want to have additional customisation.
We have have tried a few combinations in the setting and finally seems the following setup work