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gulfcoastpool
November 25, 2023
Question

Due Date Terms not calculating correctly.. suddenly!

  • November 25, 2023
  • 1 reply
  • 0 views

I am using QuickBooks Accounting Version 23.11.4 on iOS 17.1.1, I send out invoices monthly on usually the 24th or 25th of every month, and have always used the Terms to set my due date as the first of the month. Suddenly, this month the due date has been set to the invoice date. I checked my Terms to see if something changed, but it is still the same and all my customers have the Terms in correctly. The due date works correctly on the browser version of QuickBooks Online, but I find the phone app is faster to use and more efficient, as I send out invoices to 150+ customers monthly, and the browser version takes a lot longer to navigate from page to page for 1 invoice at a time. Is there any fix?

1 reply

J
Jelayca V
November 25, 2023

Hello @gulfcoastpool, welcome to the Community! 

 

I understand that you're having some issues with invoice due dates and inconsistencies between the due date and invoice date. I suggest checking the specific customer's invoice that has an incorrect due date, and reviewing and editing the invoice in Settings to fix any inconsistencies. 

 

Normally, when the term you're using is incorrect in the customer's invoice, you're right to review the customer's profile to check the assigned terms and the terms set up: 
 

  1.  Select the Gear icon and then select All lists.
  2. Choose Terms and find the term used on your invoice. 
  3. In the Action column, select Edit from the dropdown. 
  4. Make sure the Due in fixed number of days, is set to 0. 
  5. Hit Save. 
  6. From the Sales menu, select Customers.
  7. Click the customers name and select Edit.
  8. In the Payments section, choose the correct term from the Terms drop-down.
  9. Hit Save.

 

Since you have completed these steps, checked and reviewed everything, and the issue still persists, it may be an app issue. In that case, let's try the mobile app (for iOS) troubleshooting steps. 

Firstly, you may need to restart your device and then opening the app again to see if it works as expected. If that doesn't work, force the app to close and then reopen it to see if that resolves the issue.

Also check for updates to the app in the App Store by tapping on your profile icon and scrolling down. If there are updates available, install them. If there are no updates available for the app, you may need to update the software on your iPhone or iPad.

If none of these steps work, you can try deleting the app and then redownloading it. However, note that this might result in loss of data stored in the app. Finally, check to see if the problem with the app has been resolved.

 

However, if the issue still persists, I recommend reaching out to our QuickBooks Online Support Team, especially if you still need to be added to the list of affected users. This will ensure that you receive updates on the status via email. 

 

Additionally, if you'd like to learn about how to send invoice reminders to customers and receive invoice payments in QuickBooks Online (QBO), you can refer to this article for future reference: 

 

 

Please do not hesitate to reach out to us if you have any questions about terms in QuickBooks Online. I'll be more than happy to assist you.

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