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davepearson
Level 2

Automatic invoice due dates

I open an invoice at the start of a job and add items at the end of each day. QB Self-Employed automatically generates a due date 30 days from the invoice creation date, so I just send an invoice for a 6-week job telling the customer that his payment is two week overdue! He was not impressed.

Is there any way to get the due date set automatically 30 days from the send date? Or failing that from the date the invoice was last edited?

Solved
Best answer December 23, 2020

Accepted Solutions
Angelyn_T
QuickBooks Team

Automatic invoice due dates

Hi there, davepearson.

Yes, modifying the due dates for your invoices in the solution for now. The good news is, our engineers are working nonstop to enhance the product for the QuickBooks user's convenience. Hopefully, the feature will be available in the coming updates.

 

At this time, I would recommend checking out our blog site to stay current with the QuickBooks news and feature enhancements. Here's the link: https://quickbooks.intuit.com/uk/blog/.

 

For additional tips about invoices in QuickBooks Self-Employed, I'd recommend checking out this article: Create invoices in QuickBooks Self-Employed.

 

If you have any other questions, please let me know by adding a comment below. It's my pleasure to help. Have a great day!

View solution in original post

7 REPLIES 7
EmmaM
QuickBooks Team

Automatic invoice due dates

 

Hello, Davepearson, When you create the invoice in the Self Employed product it will have set dates. If you are adding more items as you do the work are you then saving as a draft each time? If so when you have finished everything you need you can go into edit on the drop-down by that invoice and then change the dates that it is due before you send it or if you know the date you can change it when you create the invoice as long as you save as draft it will store the dates you say.

davepearson
Level 2

Automatic invoice due dates

Yes, I am saving it as a draft each evening. If I don't then that day's work and expenses are not saved. So am I to understand that manually changing the due date before I send the invoice is the only solution? If so then please suggest to the software development team that adding an option to automatically set the due date based on the send date would be useful.

Angelyn_T
QuickBooks Team

Automatic invoice due dates

Hi there, davepearson.

Yes, modifying the due dates for your invoices in the solution for now. The good news is, our engineers are working nonstop to enhance the product for the QuickBooks user's convenience. Hopefully, the feature will be available in the coming updates.

 

At this time, I would recommend checking out our blog site to stay current with the QuickBooks news and feature enhancements. Here's the link: https://quickbooks.intuit.com/uk/blog/.

 

For additional tips about invoices in QuickBooks Self-Employed, I'd recommend checking out this article: Create invoices in QuickBooks Self-Employed.

 

If you have any other questions, please let me know by adding a comment below. It's my pleasure to help. Have a great day!

daniel_d
Level 1

Automatic invoice due dates

Hi, 

 

Can i just check, its been over a year and a bit and still no way to change the invoices to 30 days as default.

 

thanks 

 

Dan

GeorgiaC
QuickBooks Team

Automatic invoice due dates

Hi Dan, thanks for joining this thread - there is currently no option to edit the invoice terms default in QuickBooks Self-Employed, we have submitted further feedback for this request. 🙏

frankphotog
Level 1

Automatic invoice due dates

Why isn't this an option? I can guarantee there's several self employed folks who would appreciate not getting suckered into net 30 days automatically.

Mark_R
QuickBooks Team

Automatic invoice due dates

We're taking notes of your feedback and suggestion, @frankphotog.

 

I can see that the option to change the default term of the invoice in QuickBooks Self-Employed is helpful to you and your business. This way, you don't need to modify the due date every time you'll create an invoice.

 

As of now, I encourage submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, please follow the step below:

 

  1. Sign in to your QuickBooks Self-Employed account.
  2. Click the Gear icon, then select Intuit Account.
  3. On the Intuit Account Manage page, click Feedback.
  4. Enter your product suggestion and submit it.

 

You might want to learn more about creating invoices in QuickBooks Self-Employed. I'm adding this article for more guidance: Create invoices in QuickBooks Self-Employed.

 

Please know that I'm just a reply away if you need any further assistance managing invoices in QBSE. Wishing you all the best, @frankphotog.

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