Setting up due dates for invoices/bills in MYOB Practice Manager

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)
AO Practice Manager (NZ)
AO Practice Manager (AU)

Article ID: 35435

In MYOB Practice Manager, you can include the due date for payment on your bills. To do this you need to:

Include the Due Date field on your bill template
Set the Payment Terms and Days for each client.

The due date doesn't appear on the bill until it is posted.

To include the due date field on your bill template, refer to Creating and editing invoice/bill templates.

Instead of updating each client individually, we have some standard scripts that can be run across your database to do a bulk update on all of your clients to set the required payment/trading terms. Refer to the relevant product below to locate and download the required script:

Accountants Enterprise (AE) payment term scripts

The payment terms can be set manually by going to the Defaults tab of the client and selecting Days from the Terms Type drop down and entering the number of days from the invoice date at which the payment is due into the Days field. When the bill is posted the due date that appears on the bill is calculated based on the bill date and these settings.

The following scripts are available to set the due dates for you across all of your clients. Download the script below that meets your requirements.

Payment Terms	Script
Payment terms of 7 days	AE Set payments terms to 7 days for all clients.sql
Payment terms of 14 days	AE Set payments terms to 14 days for all clients.sql
Payment terms of Month End + 20 days (being 20^th of the next month)	Set payment terms to MthEndDays+20 for all clients.sql
Payment terms of 28 days	AE Set payments terms to 28 days for all clients.sql
Payment terms of 30 days	AE Set payments terms to 30 days for all clients.sql
Payment terms of zero days - the due date is the same date as the invoice date	AE Set payments terms to 0 days for all clients.sql

The script can be run in AE Practice Manager via Help > About > Run Script. For full instructions please refer to Running an SQL script in AE/AO.

Accountants Office (AO) payment terms scripts

The Payment Terms and Payment Days can be entered on the Main tab of each client. When the bill is posted the due date that appears on the bill is calculated based on the bill date and these settings.

The following scripts are available to set the due dates for you across all of your clients. Download the script below that meets your requirements.

Set payment terms of ...	Download
7 days	AO Set payments terms to 7 days for all clients.sql
14 days	AO Set payments terms to 14 days for all clients.sql
Month End + 20 days (being 20th of the next month)	AO Set payment terms to MthEndDays+20 for all clients.sql
Payment terms of 21 days	AO Set payments terms to 21 days for all clients.sql
Payment terms of 30 days	AO Set payments terms to 30 days for all clients.sql
Payment terms of zero days - the due date is the same date as the invoice date	AO Set payments terms to 0 days for all clients.sql

The script can be run in AE Practice Manager via Help > About > Run Script. For full instructions please refer to Running an SQL script in AE/AO.

MYOB INTERNAL STAFF ONLY

The AE scripts are also available from X:\Products\Solution6\Viztopia\00 Scripts and Hotfixes\All versions\36568_SetPaymentTermsAllNonSetClients

This article replaces 14784.

The AO scripts are also available from X:\Products\Solution6\AO\00 Scripts and Hotfixes\Due Dates