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davepearson
December 23, 2020
Solved

Automatic invoice due dates

  • December 23, 2020
  • 1 reply
  • 0 views

I open an invoice at the start of a job and add items at the end of each day. QB Self-Employed automatically generates a due date 30 days from the invoice creation date, so I just send an invoice for a 6-week job telling the customer that his payment is two week overdue! He was not impressed.

Is there any way to get the due date set automatically 30 days from the send date? Or failing that from the date the invoice was last edited?

Best answer by Angelyn_T

Hi there, davepearson.

Yes, modifying the due dates for your invoices in the solution for now. The good news is, our engineers are working nonstop to enhance the product for the QuickBooks user's convenience. Hopefully, the feature will be available in the coming updates.

 

At this time, I would recommend checking out our blog site to stay current with the QuickBooks news and feature enhancements. Here's the link: https://quickbooks.intuit.com/uk/blog/.

 

For additional tips about invoices in QuickBooks Self-Employed, I'd recommend checking out this article: Create invoices in QuickBooks Self-Employed.

 

If you have any other questions, please let me know by adding a comment below. It's my pleasure to help. Have a great day!

1 reply

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EmmaM
December 23, 2020

 

Hello, Davepearson, When you create the invoice in the Self Employed product it will have set dates. If you are adding more items as you do the work are you then saving as a draft each time? If so when you have finished everything you need you can go into edit on the drop-down by that invoice and then change the dates that it is due before you send it or if you know the date you can change it when you create the invoice as long as you save as draft it will store the dates you say.

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davepearsonAuthor
December 23, 2020

Yes, I am saving it as a draft each evening. If I don't then that day's work and expenses are not saved. So am I to understand that manually changing the due date before I send the invoice is the only solution? If so then please suggest to the software development team that adding an option to automatically set the due date based on the send date would be useful.

    Angelyn_T
    Angelyn_TAnswer
    December 23, 2020

    Hi there, davepearson.

    Yes, modifying the due dates for your invoices in the solution for now. The good news is, our engineers are working nonstop to enhance the product for the QuickBooks user's convenience. Hopefully, the feature will be available in the coming updates.

     

    At this time, I would recommend checking out our blog site to stay current with the QuickBooks news and feature enhancements. Here's the link: https://quickbooks.intuit.com/uk/blog/.

     

    For additional tips about invoices in QuickBooks Self-Employed, I'd recommend checking out this article: Create invoices in QuickBooks Self-Employed.

     

    If you have any other questions, please let me know by adding a comment below. It's my pleasure to help. Have a great day!

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