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Frequent Explorer **

Invoice Date

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.

Solved
Best answer 03-26-2019

Accepted Solutions
Anonymous
Not applicable

Re: Invoice Date

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.

View solution in original post

11 Comments
Anonymous
Not applicable

Re: Invoice Date

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.

Frequent Explorer **

Re: 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?  

Anonymous
Not applicable

Re: Invoice Date

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.

View solution in original post

Frequent Explorer **

Dates

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?

QuickBooks Team

Re: Dates

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:

 

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!

Not applicable

Invoice date

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?

Moderator

Re: Invoice 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.

10.PNG

 

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.

Not applicable

Re: Invoice date

Awesome!  Thanks!

Moderator

Re: Invoice date

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!

Not applicable

Re: Invoice Date

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

Moderator

Re: Invoice Date

Hi there, Dave0413.

 

QuickBooks automatically fills in the ship date based on the the invoice date. Let's make sure that the Ship Date field is selected in the invoice template. Here's how:

  1. Open the invoice.
  2. Click on the Formatting tab. 
  3. Select Customize Data Layout
  4. In the Header tab, check the Screen and Print boxes for the Ship Date option.
  5. Click on OK.

Go ahead and create the invoice again.

 

If the ship date still shows a different date, let's run the Verify and Rebuild Data tool. It helps to resolve minor issues in QuickBooks like this one. 

 

I can offer more help if you have any questions. 

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