Delivery date on invoices
How do I put the delivery date on the invoice. Its different to the date the invoice is due. I would also like to be able to search customers by delivery date. so i know who is getting delivered each week.
Forum Discussion
Hi awesomechase
Thank you for your post.
To be able to add a Ship Date, you will need to customise an invoice. Go to Setup >> Customise forms >> Invoices >> Choose which applies to you and click on Customise button >> Once it has opened the form, click Fields at the top >> Search for Ship Date. There is also a report available by going to Reports at the bottom part of the dashboard >> Sales >> To Do List >> To Do List - Orders To Be Shipped. Here are some Help Articles that you can use as a guide.
Please feel free to post again. I'm happy to assist further.
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Hi,
you lost me at setup. The web browser doesn't have a setup menu
Hi awesomechase
This only applies to AccountRight in the desktop version. I do think it would be a great idea to make this available in the browser as well. I recommend submitting an idea on our Product Ideas Board so that others can vote for it as well.
