Forum Discussion

silverleaf1's avatar
2 years ago

Incorrect Due date on Sales Invoice

I have set up the due date in Sales Settings to Due on a date of next month - 17th of next month" which means for 2nd Feb invoices they should be due on 17/03.  When I go into enter invoices it shows correctly. However, as soon as I choose a customer (it doesn't matter which customer) it will change it to a random date (sometimes this month, sometimes next month, e.g. 4/3), which then shows a due date of 04/03/23. Any suggestions??? Thank you

  • Hi silverleaf1  JChappy 

     

    The situation is caused by the system having a default when the card was created and the terms have been updated. What the system will be doing is showing the overall default terms but the card is overwriting it, to be that original value, when selected.


    In saying that, what I have done is arranged for a script to be run over your business so you should have the appropriate settings on all your cards now so that this overwrite doesn't happen and you get the terms you want (after selecting the customer card).

    Do let us know how you get on and if you require further assistance.

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  • JChappy's avatar
    JChappy
    Experienced User

    I have this problm too, I have our invoice setting set to last day of next month and it has that date when an invoice first opens, but as soon as I enter a customers name it changes to being due in 7 days.

  • Hi silverleaf1  JChappy 

     

    The situation is caused by the system having a default when the card was created and the terms have been updated. What the system will be doing is showing the overall default terms but the card is overwriting it, to be that original value, when selected.


    In saying that, what I have done is arranged for a script to be run over your business so you should have the appropriate settings on all your cards now so that this overwrite doesn't happen and you get the terms you want (after selecting the customer card).

    Do let us know how you get on and if you require further assistance.

    • JChappy's avatar
      JChappy
      Experienced User

      Thanks, appears to have solved the issue for me.