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lmareth
December 11, 2017
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Terms "Due upon Receipt" doesn't match Due Date on invoices

  • December 11, 2017
  • 1 reply
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I import my invoices using a third party application and they come over into Quickbooks Online with Due Upon Receipt terms, but the Due date doesn't match the Invoice date. The invoice Due date gets changed to the end of the month. Is anyone else experiencing this?

      Best answer by

      Hey @lmareth,

       

      A warm welcome to the QB community! Happy holidays.

       

      If you've already imported the invoices and are now working through QuickBooks Online, you can change the general due date for all of your invoices by (1) clicking the gear icon, (2) going to the Sales Tab, (3) clicking the pencil icon to edit the "Sales form content" section and (4) the setting new preferred invoice terms. This should make the dates match. 

       

      Try this out, create an invoice and let me know if you are still experiencing the issue. 

      1 reply

      A
      Anonymous
      Answer
      December 12, 2017

      Hey @lmareth,

       

      A warm welcome to the QB community! Happy holidays.

       

      If you've already imported the invoices and are now working through QuickBooks Online, you can change the general due date for all of your invoices by (1) clicking the gear icon, (2) going to the Sales Tab, (3) clicking the pencil icon to edit the "Sales form content" section and (4) the setting new preferred invoice terms. This should make the dates match. 

       

      Try this out, create an invoice and let me know if you are still experiencing the issue. 

      L
      lmarethAuthor
      December 12, 2017

      Unfortunately, that didn't work.  I actually made the change you recommended before contacting the forum.

      I had to manually change every invoice in QBO to match our time/billing application because many clients are on auto-pay and the since the terms for payment are off, their credit cards are not processing their monthly agreement invoices. I'm contacting QBO support now.  Thanks anyway!

      A
      Anonymous
      December 12, 2017

      Hey @lmareth,

       

      Thank you for letting me know. Maybe there are a few other members who could lend a hand, they know a ton about invoicing issues. @vivianethompson, @vpcontroller, do you have any recommendations?

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