Author Topic: Due Date on Invoice  (Read 13148 times)

Mark

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Due Date on Invoice
« on: December 13, 2012, 04:46:47 am »
Is there yet a way to put a due date on an invoice?
I can't see one but am hoping I'm missing something.

TIA
« Last Edit: December 13, 2012, 05:57:26 am by Kazmar »

Adam

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Re: Due Date on Invoice
« Reply #1 on: December 13, 2012, 02:03:26 pm »
Sorry, but we do not have any type of Due Date on the invoice.  However you can create "Terms", which will be put in the box on the bottom left.  You can even assign those Terms to the Client so that they will always get added to the Invoice when it is created.  You could have something like "Payment due within 15 days of Invoice" or "Due net 30 days", etc.
 

Mark

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Re: Due Date on Invoice
« Reply #2 on: December 13, 2012, 04:49:22 pm »
Thanks for the response Adam. That in itself is enough to reassure me my switch from another app to yours was a good choice.

Yes, I have used the terms field to display 7 days, 14 days etc as well as my eft details. That still leaves the customer with a little more discretion as to when they pay. I know when I receive an invoice/bill, I glance at it and look for two things: Amount Due and Date Due, not Amount Due and some way to figure out when I need to pay it.

So it would be 'nice to have' a field where we could default n number of days and then the invoice would display a date due equating to invoice date plus new field. I can see that wishlist getting longer and longer...  :)

Another question while I'm at it though and maybe I've missed this one but do the invoices have a Total Amount option separate to the Invoice Amount? Yes they would be the same when the invoice is first paid but if a payment either part or full has been applied then we see subtotal amount, tax amount, (ideally the total of these two) then the Invoice amount or amount due.

Does that make sense?

Adam

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Re: Due Date on Invoice
« Reply #3 on: December 13, 2012, 05:42:40 pm »
Another question while I'm at it though and maybe I've missed this one but do the invoices have a Total Amount option separate to the Invoice Amount? Yes they would be the same when the invoice is first paid but if a payment either part or full has been applied then we see subtotal amount, tax amount, (ideally the total of these two) then the Invoice amount or amount due.

Does that make sense?

I'm not quite sure I understand your question.  But if you do Apply a payment the new Invoice Amount (Total) will be reduced to reflect the subtotal amount, plus any taxes, minus the payment(s).  There is an Subtotal, Tax Amount, Adjustments and Invoice Amount.

Mark

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Re: Due Date on Invoice
« Reply #4 on: December 13, 2012, 06:25:41 pm »
Sorry, I was in a rush and didn't make it quite clear though you have more or less answered the question.
I didn't mean they would be the same when the invoice is first 'paid', I meant 'generated'.
What you describe is what I'm seeing so I'm not missing anything. I was looking for a pre adjustment sub total if you like so in the case for example where a payment has been made you would see the subtotal then the tax total then the addition of these two (equating to the original invoice amount), then any adjustments/payments then the resulting invoice amount. It just reduces the need for the recipient to have to think too much. They just want to be sure that the total less the adjustment equals what you say it does.

Bit nit picky? Sure but can't hurt to ask.

Adam

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Re: Due Date on Invoice
« Reply #5 on: December 13, 2012, 07:08:51 pm »
You certainly can Apply a payment to the Invoice before you send it out to the Client and they will see the (adjusted) "Invoice Amount".

Mark

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Re: Due Date on Invoice
« Reply #6 on: December 13, 2012, 08:41:24 pm »
Yes they can.

Perhaps I should have done this from the beginning instead of confusing the issue.
I was asking about something like this:

Subtotal:           $200.00
Tax (10%):         $20.00
Invoice Total:     $220.00
Adjustments:    -$220.00
Amount Due:         $0.00

With the red line effectively being the new line I'm looking for.

Adam

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Re: Due Date on Invoice
« Reply #7 on: December 13, 2012, 08:59:49 pm »
Ok, I got it now.  :)

I will add your request to our "wish list".

Mark

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Re: Due Date on Invoice
« Reply #8 on: December 13, 2012, 11:04:54 pm »
 ;D Wishlist is good for me.