Help centre · Accounts
How do I set a planned payment date on a bill?
Open this screen in Saral/accounts/payment-runs?tab=build
Tick bills on Build run and Set planned date: the date is pushed to the bill in Xero. A bill on hold takes no planned date — Saral asks, then releases and plans. On Bills, a Review can also carry a planned payment date.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.