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S
sherrylfacteau
March 22, 2019
Solved

Invoice Date

  • March 22, 2019
  • 2 replies
  • 4 views

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 by

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.

2 replies

A
Anonymous
March 22, 2019

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.

S
sherrylfacteauAuthor
March 26, 2019

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?  

A
Anonymous
Answer
March 26, 2019

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.

S
Ssantana
August 2, 2021

I am invoicing resort fees so one customer might have 4 condos and I want to have one invoice per owner.  I am trying to group them by condo # but when it sends the invoice it sends it by service date order.  How do I get it to send as I typed it.  I am usiong quickbooks intuit on line.Thanks!

AlcaeusF
AlcaeusF
Level 14
August 2, 2021

Hi @Ssantana,

 

I appreciate you for reaching out to us here in the Community. Let me share some clarification about the order of the products or services when sending invoices.

 

Currently, a direct way to send invoices in your preferred order is unavailable. The system automatically filters the line items based on the service date.

 

As a workaround, you can download the invoice in PDF format and make the changes manually. You can search for a third-party app to help you edit the downloaded file from QuickBooks.

 

Here's how to download an invoice:

 

  1. Open the invoice.
  2. Click Print or Preview at the bottom part.
  3. Hit Print or Preview again. 
  4. Click the Download option. 

 

However, we're unable to suggest a specific app you can use to customize the invoice. I recommend searching online that offers this type of service.

 

As we assess this, I suggest sending your feedback directly to our product engineers. We continue to improve the features in QuickBooks, and this preference might be available in the future. 

 

Please follow these steps:

 

  1. Sign in to your QuickBooks account.
  2. Click the Gear icon in the upper-right corner.
  3. Select Feedback under Profile.

 

Also, I've attached an article you can use to use charge different customers the same items or services on different dates with an unscheduled recurring invoice: Create the same invoice for multiple customers.

 

Drop me a comment below if you have any other questions related to your sales transactions in QuickBooks. I'll be more than happy to help. Wishing you a good one.

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