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May 18, 2020
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Can I get the Invoice date on a new invoice to automatically default to the date I am creating it?

  • May 18, 2020
  • 1 reply
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Best answer by emmam6

Hello Community users, we just wanted to add some clarification to this thread. When it comes to the invoice date it should automatically populate to the same day you create the invoice. In reference to the original query if you wish to have the due date be the same date as the invoice date automatically you can set a default term to do that.

If you go to account and settings in the cog in the top right of QuickBooks>sales>preferred invoice terms>select due on receipt on the terms and then save.

You can also set up a new term to use if you wish to set up one that differs from the default options. Any questions feel free to add them onto this thread.

1 reply

JasroV
May 18, 2020

Hi there, @enquiriesenp.

 

The default date of your invoice depends on the date set in your computer. You'll want to check and ensure the date of your computer is accurate. This way, your invoice will generate the correct date.

 

Nonetheless, I got you this article that provides detailed steps on how you can personalise your invoice: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have other questions. I'm always here ready to answer them. Have a great day and keep safe.

emmam6Answer
September 14, 2023

Hello Community users, we just wanted to add some clarification to this thread. When it comes to the invoice date it should automatically populate to the same day you create the invoice. In reference to the original query if you wish to have the due date be the same date as the invoice date automatically you can set a default term to do that.

If you go to account and settings in the cog in the top right of QuickBooks>sales>preferred invoice terms>select due on receipt on the terms and then save.

You can also set up a new term to use if you wish to set up one that differs from the default options. Any questions feel free to add them onto this thread.