cancel
Showing results for 
Search instead for 
Did you mean: 
Frequent Explorer **
Solved

Invoice Date

How do I make the Ship To Date the same Date of the Invoice.  We create invoices the morning we are delivering to our customers and need the Ship To Date to match that date.  Is there a default some where or where can I set this up?  Thank you.

Best answer 3 weeks ago

Accepted Solutions
BRC
Established Community Backer ***

Re: Invoice Date

We can't email you.  We don't know your email.

 

As mentioned, QB already works the way you want it to work.  Always has:  When you change the invoice date on a new invoice, the ship date changes too - to match the invoice date.

 

Changing the ship date on one invoice will of course not change other invoices automatically.  That would be rather terrible.

5 Comments
Highlighted
BRC
Established Community Backer ***

Re: Invoice Date

Yes, this is exactly what QB does. In my experience it always has.

 

As you open a new invoice or change the date on a new invoice form, the both the due dates and ship dates update.

 

That is until you manually override one or both of these dates to be a date different different than the default, and then the overridden date(s) stick until you record that invoice and open a new one.

Frequent Explorer **

Re: Invoice Date

Thank you for your reply.  I was never notified that you replied and had to come and search - so anyone that replies to this, please email me that there is a response.  How do I manually override?

I simply want the ship to date to match the invoice date, they need to be the same - so if I just change the ship to date on the first invoice, and then batch print all, the dates will all be updated on all the invoices?  

BRC
Established Community Backer ***

Re: Invoice Date

We can't email you.  We don't know your email.

 

As mentioned, QB already works the way you want it to work.  Always has:  When you change the invoice date on a new invoice, the ship date changes too - to match the invoice date.

 

Changing the ship date on one invoice will of course not change other invoices automatically.  That would be rather terrible.

Frequent Explorer **

Dates

Here is a new problem.  When a customer places an order, we create a sales order.  Sometimes there are back orders.  We create an invoice when items are actually delivered and all is good - however, if there is a back order - when we go to invoice the back ordered items, the ship to date reverts to the original sales order date.  I need the ship to date to be the same as the invoice date - is there a way to fix this when invoicing from a previous day?

QuickBooks Team

Re: Dates

Hello there, @sherrylfacteau.

 

I'm here to help share additional information about creating invoices from sales orders and back orders.

 

Whatever information showing on the sales orders that would be the same information that will reflect on your invoices. If you wish to have the ship to date same with the invoice date, you may change the date manually.

 

You can read these articles whenever you're free to learn more about creating sales orders and invoices:

 

You can always add a post if you have any other questions about creating sales order and invoice, I'll be always here to help you. Wishing you continued success!