Skip to main content
C
Cmdermott
March 31, 2020
Question

Changing due date on email

  • March 31, 2020
  • 1 reply
  • 0 views

All clients have terms of due upon receipt, however when I email the invoice  QB adds a date 30 days past the date of issue in the header.  I also experience this in the invoice, I have deleted the 'due date' field to avoid this.  Where can this be changed to avoid confusion for our clients?

 

1 reply

S
ShiellaGraceA
March 31, 2020

Hi @Cmdermott,

 

Let's check your email template if you have added the due date on it. Let me walk you through how.

 

  1. Go to Edit, then Preferences.
  2. Choose Send Forms, the Company Preferences.
  3. Select your template name, then Edit.
  4. In the Edit Email Template window, make sure to delete the [Due-Date] field.
  5. Click Save. Then, OK.

If you don't have this field on your email template, please run verify and data utility tool. This process will help us identify and resolve data integrity issues of the program.

 

Once done, restart your computer and try sending a test invoice to your email.

 

I'm also adding our page about fixing data damage on your QuickBooks Desktop company file for your reference.

 

Please let me know if you have other questions or concerns. I'll be around to assist you. Thanks for dropping by and have a good one.

C
CmdermottAuthor
March 31, 2020

Thank you for your suggestions.  There is no due date field in the templates that I use.  I used the utilities suggested and the problem was not identified, therefore the problem still exists.

MariaSoledadG
MariaSoledadG
March 31, 2020

Hi Cmdermott,

 

You can change the payment terms to Due on Receipt to show the correct date and avoid confusion to your clients. Let me walk you through how.

  1. Click Customers on the upper menu.
  2. Select Customer Center.
  3. Double click the name of the customer. 
  4. Go to the Payment Settings tab, click the drop-down arrow beside Payment Terms and choose Due on Receipt.
  5. Click OK

Once done, you can try emailing the invoice. 

 

If in case you'll want to reset your email later settings, please check this article for the complete guide: Fix Email Templates Issue in QuickBooks.

 

Please let me know if you need further assistance. I'll be right here to help.

Terms & ConditionsAccessibility statement