Can I remove the 'due date' requirement on customer invoices? Sometimes an invoice is due on collection, but the date is uncertain. The 'terms' do not allow for this.

Hello AB111, 

If you got to the cog wheel>under setting is custom form styles> click that one>click into the template you use for your invoices>content>click into the top box on right hand side>scroll down to display>untick Due date or expiration date> done. 

When you go into the invoice now and click on print or preview the due date will now not show for you. 

Hi, many thanks for your reply. I had already done what you suggest, and it means the customer can no longer see it, which solves one half of the problem.

But, you still have to enter 'terms' in the original invoice, and there doesn't seem to be an option for 'no terms' to apply. This means I have lots of invoices that show as 'overdue' when they're not. 

There is an option to remove terms from the invoice cog>custom forms>master form>content>under display>Terms>deselect terms.

This will then remove terms from the invoice, You will still see terms when creating an invoice but if no terms are selected on the invoice it will not print/send with terms on. Thanks ^Becky

@AB111 

Explore the invoicing feature in this app. You may find something useful for your needs.

http://get.practiceignition.com/quickbooks

Hope it helps.

Hi Becky, thanks for your reply.

I have already removed 'terms' from the invoice that the customer sees, so that solves half the problem. But I still have to enter a due date when creating the invoice, even if I don't select any terms. The due date box turns red and it requests a valid entry. 

Unless I've missed something.

Best wishes,

Anita

Hello AB111, 

On the invoice there is no way of removing the section of due date, what I suggest is just put the day the invoice was raised as the due date so that the box is filled even if it doesn't have a due date. If when removing the terms you still have to enter a date in the due date there is no way of getting round this. 

Thanks, but this is a work-around, rather than a solution. QBO should offer a 'no due date' option, for scenarios where the payment is due on a variable or undetermined date, such as on collection'delivery of an item.

What I've had to do is remove the due date box on the invoice the customer sees (on the template), which then means there is no due date for all customers. It's not really satisfactory.

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@Ashleigh1 wrote:

Hello AB111, 

 

On the invoice there is no way of removing the section of due date, what I suggest is just put the day the invoice was raised as the due date so that the box is filled even if it doesn't have a due date. If when removing the terms you still have to enter a date in the due date there is no way of getting round this. 

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I also need to have NO DUE DATE - the Home Owner's Association that I am treasurer for wants to allow on-line payments - these payments may occur at one time or people may spread them over the year - we have people who have large over-due amounts (missed yearly payment) and would like them to be able to pay partial amounts when they can. The problem is this can't be done ON-LINE with Intuit's merchant services. They do not allow on-line payment of over-due invoices.  This seems to be contra-productive. The reason we want to use on-line payment is that it saves paper and makes things simple.

Why is there no way to partial pay on-line - the DUE DATE messes that up.  

@Mark Olson 

Explore this membership management app. It offers a number of online self-service functions for your members and other contacts, including the ability for each contact to view their financial history, as well as the ability to pay for one or more invoices online. Any contact may renew their membership plan anytime they need to.

https://wildapricot.grsm.io/quickbooks

Unfortunately it only supports QB Desktop. You need a connector to integrate data with QBO.

https://www.integromat.com/?pc=quickbooks