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qbteachmt
Level 15

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"I assigned default terms to all my customer’s but the program still set the due date as the same day the invoice was created"

Let's separate out these Date field functions: The date I create my Month End invoices is typically around the 22nd. The Invoice is dated for end of month. My Terms are all assigned to clients as "Date Driven" and the 10th of the next month.

The explanation is how Three Different things happen for understanding Dates and invoicing.

"that is why I asked the question, thinking I had missed a setting somewhere. QB’S does not apply the terms that you set as default until you add the terms field to your invoice."

You are Revealing it. Changing the Template never changes the sale. It changes what you see on that sale, and separately you control what you show to the customer for print/email.

That's why Sales Orders can be printing using 3 different templates. That isn't changing the Order; it changes what you Reveal. The same is true for Invoices and for Sales Receipts. You can see this in my attachment.

"You are right in that it does not change pre-existing invoices although it does ask you if you want to"

I've never seen that. What I see is: I start an invoice for customer where I forgot to assign Terms; or I just added a new job "on the fly" while starting this invoice. Then, when I select Terms, I get the pop up (that I can control in Preferences) asking if I want this info to be used to Update the Customer:Job info, to be saved (as if I edit Customer and put the terms, myself), or I don't want it to update, or I set the preferences to Never Ask and Never Update name info.

You can test drive this by using the sample file; your program comes with at least 2 of them.

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