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tifto
May 7, 2019
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How to change the invoice due date after it was recorded?

  • May 7, 2019
  • 1 reply
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I recorded a bunch of invoices and the due dates are for the invoice date. I want to change them to some point in the future and that the invoice will reflect the not yet due status.

Running Quickbooks 2018 (desktop)

Best answer by LauraAB

I see what you're saying. In that case, I recommend setting up individual terms for those instances. While the program usually expects things to be paid off in a shorter period of time and goes by days, if you need something that accommodates years, simply convert the years into days. For example, if your customer has a 2-year term, put 730 days into the Net due in ___ days box. You can name the term 2 Year or whatever you like that'll help you remember. The article I gave you in my original message can help you out with setting those up. Let me know if that makes sense. :)

1 reply

L
LauraAB
May 7, 2019

Hi tifto,

 

Don't worry, I can help you with your due dates on your invoices in QuickBooks Desktop. It's an easy fix as it's just a matter of reopening the invoice and adding Terms to it. If the Terms field is left blank, the program assumes that the receipt is due the date that it's created. Choosing from the available terms — such as Due on receipt, Net 30, and Net 60 — allows you to choose when your customer needs to pay you by. You can add new terms in the drop-down as well if you're not seeing what you like. Learn more about creating payment terms in the Set up payment terms article.

 

You can either set these terms on each invoice you make or there's also the option to set terms per customer by adding it to their customer profile from the Customer Centre. When in the Customer Centre, double click the customer name to bring up the Edit Customer window. Go to Payment Settings and then choose from the Payment Terms drop-down to set it for the customer. Hit OK to save it. Now it'll appear automatically on each invoice created for them.

 

To find the invoices you'd like to edit, there are a few methods you can use. You can go from the Customer Centre, through the Invoice creation screen, or use the Find feature. In the Customer Centre, simply click to highlight the customer name and bring up their list of related transactions. Double click the transaction to open it. In the Invoice creation screen, you can use the Back arrow to scroll through invoices you've already created. The Find tool can be accessed through the Edit menu or by hitting CTRL + F. Use the filter options for the Find tool and then double click when you want to open a transaction.

 

I'm here if you'd like some clarification. Have a great day. :)

T
tiftoAuthor
May 7, 2019

Thank you for the response, but I don't have fixed terms all that often. We invoice pledges and they are usually paid out over numerous years. I don't want them to be seeing that their invoice is overdue.

L
LauraABAnswer
May 7, 2019

I see what you're saying. In that case, I recommend setting up individual terms for those instances. While the program usually expects things to be paid off in a shorter period of time and goes by days, if you need something that accommodates years, simply convert the years into days. For example, if your customer has a 2-year term, put 730 days into the Net due in ___ days box. You can name the term 2 Year or whatever you like that'll help you remember. The article I gave you in my original message can help you out with setting those up. Let me know if that makes sense. :)

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