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February 2023
February 2023
On the invoice there is the option of prepaid which to me means Payment in advance does it not?
so why in the email does it then give a date it has to be paid by? surely it shouldnt have a date?
February 2023
February 2023
Hi @LCrowhurst
When you have included the {{invoice _due_date}} on the email templates the system will populate the due date into that field.
Prepaid invoices are interesting as there is no way of telling the system what the prepaid date was but as that field has been included on the email template it will need to be populated with a date. For this situation, the due date is taken from the last prior due date of the invoice. For example, if you normally have your terms set to be Due on this day being 28/02/2023 but you then mark that one as Prepaid, the due date for the email becomes 28/02/2023 (even though Prepaid is listed). Assuming you only had Prepaid as your default terms, the invoice date then becomes that due date for the emails.
February 2023 - last edited February 2023 by Steven_M
February 2023 - last edited February 2023 by Steven_M
I never set that date (as shown on the screen shot) ...to me prepaid means pay upfront not on a set date....the prepaid option has only become an option since we were upgraded to the new (unusable) Essentials. ive never set any terms for prepaid as i am not are how to?
February 2023
February 2023
Hi @LCrowhurst
As explained the system will pre-populate a date for that invoice when the term prepaid is used. This is an afficial date that is used for that email template. The listed date is generated from the Terms setting before the invoice was moved into having those terms.
To fully prevent the system from using that afficial date on the email defualt where the Prepaid terms are involved you would want to either do one of the following - all within the Sales Settings:
February 2023 - last edited February 2023 by Steven_M
February 2023 - last edited February 2023 by Steven_M
not a option as i dont want this term for EVERY client.
Neither option above are favourable/ideal. why cant there be a Prepaid template where i can set the terms?ie due on this date (date its sent).?
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