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Customer with net 30 terms still show due date as invoice date

Forum|Forum|7 years ago
December 11, 2018
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Using QB Accountant Desktop 2015. I have customers set up with net 30 terms, yet invoices produced the due date = to the sales date. It does not automatically calculate the due date out 30 days. I have to manually change the terms to another term in the dropdown and then re-select 30 days in order for it to set the correct due date. Terms list has net 30 set correctly.

Thanks in advance for your help.

Denise

QuickBooks Desktop

Best answer by qbteachmt

"Invoices are imported,"

The Imported data is self-contained, so the Due Date is supposed to be provided in that data stream, already. You don't really need Terms, at that point. You need Due Date.

Imported transactions do not use the Customer Info at all. They are not a Relational transaction. Your Update is what Forces them to Update, relationally.

That's why this piece of info mattered. Thanks.

qbteachmtAnswer

"Invoices are imported,"

The Imported data is self-contained, so the Due Date is supposed to be provided in that data stream, already. You don't really need Terms, at that point. You need Due Date.

Imported transactions do not use the Customer Info at all. They are not a Relational transaction. Your Update is what Forces them to Update, relationally.

That's why this piece of info mattered. Thanks.

S

srmoon

If I may, I would like to ask a question here: We create invoices everyday, they are not imported. Each customer has terms listed in their profile. However, in my Open Invoices report, many of our customers still have due dates that are the same as the invoice date. About half are calculated correctly. What am I doing wrong and how can I fix it? I'm using QB Desktop 2016.

Thank you!!

Rose-A

Hi everyone.

I'm here to help you with correcting the due date for your invoices in QuickBooks Desktop.

Let's try to verify and rebuild your data. The data verification process in QuickBooks is a tool that examines the health of your QuickBooks company data file.

To Verify Data:

Choose Window at the top, then Close All.
Choose File.
Click on Utilities.
Select Verify Data.

To Rebuild Data:

Choose File.
Click on Utilities.
Select Rebuild Data.
You will receive a warning message to backup your company file, press OK.
Click OK when you get the message "Rebuild has completed".

You can check out this article for detailed information: https://quickbooks.intuit.com/community/Reports-and-accounting/Resolve-data-damage-on-your-company-file/m-p/201602.

If you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

Go to: https://help.quickbooks.intuit.com/en_US/contact.
Choose your QuickBooks Product.
Select your QuickBooks version.
On the Contact Us page, click a topic.
Click on the Get Phone Number button to see the support number.

This should get everything back in working order. Please let me know if you have any other questions about invoices.

A

Anonymous

Are the terms added to the invoices? Is the terms record set up properly to reflect what it's name suggests?

D

delslp12Author

Yes, terms and due date are added to the invoice and terms record is set up properly.

qbteachmt

Denise:

How do you create these invoices? Duplicate/Copy? Manually? Memorized? Imported?

"I have to manually change the terms to another term in the dropdown and then re-select 30 days in order for it to set the correct due date."

That would be a typical behavior from Imported and from Duplicated invoices. That's why I asked the question, How do you create invoices in QB?