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sallyjonelajonel
December 9, 2018
Question

Change invoice date

  • December 9, 2018
  • 1 reply
  • 0 views
I had an invoice outstanding, have made some changes and am trying to change the parent date.

1 reply

A
Anonymous
December 10, 2018

I can help you change the invoice date, sallyjonelajonel.

 

Here's how:

  1. Go to Sales.
  2. In the Customers tab, click on the customer name.
  3. Select the invoice to open it up.
  4. Update the invoice date (due date).
  5. Click on Save and close.

When you say you're 'trying to change the parent date,' are you referring to the due date? If so, you can update it by following the steps (4) above.

 

I'd love to see you come back here with any questions. I'll be here to help. 

C
Catherine1955
October 22, 2019

I have set up all my customers with a "due in 30" in payment setting under the customer information tab, however when i go to an invoice i entered the next day it has overdue stamped on it.  I think the when the company was set uo the invoices were set as due when invoiced, i have looked everywhere and cannot change this setting. Any suggestions?

JaneD
JaneD
Level 6
October 22, 2019

Hi there, Catherine1955.

 

You can change the company's preferred invoice terms from the Accounts and Settings page in QuickBooks Online (QBO).

 

Here's how:

  1. Sign in to QBO.
  2. From the Gear icon, choose Account and Settings under Your Company.
  3. Go to the Sales tab and click on pencil icon to edit the Sales form content section.
  4. Select the term in the Preferred invoice terms drop down.
  5. Click on Save and Done.

See the How to Adjust Invoice Payment Terms in QuickBooks Online article for further guidance.

 

Just in case, I'm linking an article about receipt term for future reference: Due date and invoice date do not match when using due on receipt term.

 

Let me know if you have any follow-ups or other questions. I'll be here to help. Wishing you the best.

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