Omni Virtual Terminal : Applying a Due Date to an Invoice

When sending an invoice from the Omni Virtual Terminal, you can apply a due date so your customer is aware of when you would like to accept payment.

 

To assign a due date to an invoice:

  1. Navigate to Omni
  2. Select Advanced Payment
  3. Enter the payment details
  4. Click in to the Due Date field
  5. Select the desired date from the calendar:
  6. Select Continue or Save
    • If you select Save, you can come back to the invoice draft at a later time by clicking on the Invoices tab
    • If selecting continue, you will complete the invoice flow
  7. Choose the customer or add a new customer
  8. Select Create as Invoice
  9. Review
  10. Select Send

    Your customer will now receive their invoice with the Due Date listed: