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KNardy's avatar
KNardy
Member
4 months ago

Invoice Due Date Different in Email text than Invoice

Hi All,

I'm having trouble with my invoice due date being different in the email text than to what I entered & what is written on the invoice.

 

For example:

I made an invoice today with due date C.O.D (cash on delivery), it says COD on the PDF invoice attached to the email, however in the email text it says due date 12th of May. 

 

Another example:

I made an invoice on the 22nd of April with the due date of COD, it again says COD on the invoice, however in the email text it says Due 22nd May. 

 

I've looked in Sales settings & cant find anything that speaks to the email settings.

Any ideas on how to fix this? 

 

Thanks!

4 Replies

  • KNardy's avatar
    KNardy
    Member
    5 days ago

    Hi,

    It happened again. See below.

    I am using account right & in the email settings there is no reference to date. 

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      5 days ago

      Hi KNardy,

       

      Thanks for sending this through. I can see why it’s confusing when the due date in the email doesn’t match the date on the invoice.

       

      The due date is usually pulled from the invoice’s payment terms or the customer card’s payment terms, so it’s important that these match. If you’ve already checked these settings and confirmed they match the invoice terms, we’ll need to take a closer look at your specific file setup. Please contact our support team through any of the options on our Contact page. They’ll be able to review the invoice details and settings with you.

       

      Cheers,

      Princess

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    4 months ago

    Hi KNardy,

     

    Thanks for checking that and for the examples. You’re not missing a setting here. What’s happening is the due date shown in the email text can sometimes pull through differently from what’s displayed on the actual invoice PDF, especially when the invoice terms are set to COD. So even though the PDF shows COD correctly, the email message may still show a date. As a workaround, you can update the default invoice email message and remove the due date line from the email text. That way, the email won’t show the incorrect due date, and your customer can refer to the attached invoice instead. Here are the steps:

     

    1. Open AccountRight desktop.
    2. Go to Setup, then Preferences.
    3. Open the Emailing settings.
    4. In the invoice email defaults/message, look for the due date line, usually something like “Invoice due date: {{invoice_due_date}}”.
    5. Delete that line from the email message.
    6. Save the changes.
    7. Send a test invoice to yourself to make sure the due date no longer shows in the email text.

     

    You can replace that line with something like: “Please refer to the attached invoice for the correct due date.” 

     

    Regards,

    Sai

  • Triggs's avatar
    Triggs
    Experienced Cover User
    5 days ago

    Hi, Yes I'm having the same issue where customers are contacting me saying that invoices are showing as outstanding when they're not.  The desktop terms are not matching the online version terms in some cases?  I'm currently trying to do a report to check the desktop terms to the online version but the report online isn't available??  The customer card online also doesn't show the terms so a bit confused as to how this can be amended without having to check every single invoice as we go??  The cards online really need to have a report so that details can be easily checked against the desktop version.  If there is a way to do this that would be great.

    Also wouldn't it be better to have all the reminder settings viewable in the main sales settings area??  Online I feel like I'm flicking from one to another all the time because everything is everywhere??  Desktop version is much better for this reason, so much more user friendly.  Everything is done from the card file and the card file has all the information in it rather than a simplified version like online??

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