After creating invoices, my boss often decides to hold them to add more line items the following week, or hold them for a period of time for some other reason. I will go in to these invoices and date them in the future. For instance, an invoice originally dated 4/15 is going to be delayed to May 5 so I revised the date on the invoice. However, when I later look at my Reminders, the original date shows up, not the later date I revised it to. This makes my "Overdue Invoices" log inaccurate.
Can this be corrected?
Thanks for reaching out to us about invoice reminders, @dddenise.
The Invoice reminder feature follows the set Term according to your invoice date. For example, an invoice created by 03/07/2019 with the Net 15 term will show 03/22/2019 as its due date.
For visualization, check out the screenshot below:
If you wish to update the Overdue Invoices log, make sure to review the invoice date and term of your transactions. On the other hand, once you verify that the reminder date is still off, you can run the Verify/Rebuild Tool. This tool allows QuickBooks to self-identify data integrity issues that can cause unusual behaviors and resolve them.
Here's how to Verify Data:
Here's how to Rebuild Data:
Keep me posted on how these steps work out for you. I'm still here to help you more if you have follow-up concerns. Take care always.