Invoice Date

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?  

Here is a new problem.  When a customer places an order, we create a sales order.  Sometimes there are back orders.  We create an invoice when items are actually delivered and all is good - however, if there is a back order - when we go to invoice the back ordered items, the ship to date reverts to the original sales order date.  I need the ship to date to be the same as the invoice date - is there a way to fix this when invoicing from a previous day?

Hello there, @sherrylfacteau.

I'm here to help share additional information about creating invoices from sales orders and back orders.

Whatever information showing on the sales orders that would be the same information that will reflect on your invoices. If you wish to have the ship to date same with the invoice date, you may change the date manually.

You can read these articles whenever you're free to learn more about creating sales orders and invoices:

• Create a sales order
• Create an invoice in QuickBooks Desktop

You can always add a post if you have any other questions about creating sales order and invoice, I'll be always here to help you. Wishing you continued success!

When preparing invoices, the default date is sometimes the current date and sometimes some previous date.  Is there a way to have the current date always the default date?

You've come to the right place, @ENA1.

Yes, there is a way! Let me walk you through the steps on how to set the current date as default when creating invoices in QuickBooks Desktop (QBDT).

This can be done on the Preferences. Here's how:

1. Go to the Edit menu at the upper left and pick Preferences on the drop-down.
2. Select General on the left pane, then go to My Preferences tab.
3. On the Default Date To Use For New Transaction section, choose Use today's date as default.
4. Hit OK.

Once done, create a test invoice by going to the Employees menu at the top, then Create Invoices (or press Ctrl + letter I key for the shortcut).

That should point you in the right track. Please feel free to post again or leave a comment if you need anything else. I'm always here for further assistance. Have a wonderful rest of the day.

Awesome!  Thanks!

You're most welcome, @ENA1.

I'm happy to know that those steps helped you set the current date as default when creating invoices. :D

Feel free to swing by the Community again should you need further assistance in the future. I'll be happy to help. Cheers!

I have QB Desktop Pro 2019 and when I am entering invoices, as I enter the invoice date, it no longer automatically fills in the ship date.  It used to be that whatever date I put as the invoice date, the ship date would be the same.  Is there some way to set this up so I don't have to enter the date twice when entering invoices.

Thanks

Is there a way in QuickBooks Online to have the system always "use today's date as default" for new transactions. This is really needed BAD!!!

I’m happy to get in touch with you again here in the Community, @WRM41.

You can set the current date as the default date when creating transactions in QuickBooks Online.

First, make sure you turn on the Pre-fill forms with previously entered content on your Account and Settings. This way, the date will be carried over every time you create a transaction.

Here's how:

1. Click the Gear icon ⚙.
2. Select Account and Settings.
3. Choose Advanced.
4. Click the pencil icon ✎ to edit the options under Automation.
5. Tick the box for pre-fill forms with previously entered content.

Once done, you can now create any transactions using the current date as default.

You can also read this article if you need to customize your report: Customize Reports Date and other Information.

Keep in touch if you have any questions. I'm always ready to help. Have a wonderful day!

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!

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.

What about online QuickBooks, it is so much different that desktop.  Does anyone know how on QuickBooks ONLINE how to change the invoice date to "today's date" as the default?  Cheryl L.