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Frequent Explorer **

Sales order invoiced with incorrect date

Our sales orders are created the day a customer comes in, but it is not always invoiced that same day. If it is invoiced on a different day, the invoice date remains the same as the sales order date. 

 

For example, a client comes in on June 1st, so the sales order date is 06/01/19. The work is completed June 10th, so sales order is invoiced. However, the invoice has the date still as 06/01/19 but I need it to appear as 06/10/19. 

 

Is there a way to set it up so invoice dates are the date on which they are created?

Solved
Best answer 07-24-2019

Accepted Solutions
Moderator

Re: Sales order invoiced with incorrect date

Thanks for getting back to us, @najungahn.

 

It's possible that the default date for new transactions was set to use the last entered. If that's the case, let's change it in the Preferences.

 

Here's how:

 

1. Go to the Edit menu at the upper left.
2. Click Preferences.
3. Select General on the left pane, then My Preferences.
4. On the Default Date To Use For New Transactions section, pick Use today's date as default.

224.PNG
5. Hit OK.

 

 

After that, try to create an invoice from a sales order again to double-check. Here's how:

 

1. Go to the Customers menu at the top.
2. Pick Create Invoices.
3. Select the customer's name.
4. Choose Create invoice from one or more sales order(s) on the pop-up message.

225.PNG
5. Hit OK.

 

226.PNG 227.PNG

 

 

I'm also adding these articles for future reference:

 

 

Please let me know if you have any other issues or concerns. I'm always here to answer them. Have a great day!

5 Comments
QuickBooks Team

Re: Sales order invoiced with incorrect date

Hello there, @najungahn.

 

If you've created both a sales order and an invoice on the same day, they'll have the same date information. However, you may still edit the invoice to your desired invoice date.

 

Let me guide you how:

  1. Open the Invoice.
  2. Change the date in the DATE field.
  3. Click Save & Close 48.png

Also, you can always visit our Income and expenses page for QuickBooks Desktop to learn some tips in managing your income.

 

If you have any other concerns or questions, please don't hesitate to leave a comment below. I'm always here to help you. Have a nice day!

Frequent Explorer **

Re: Sales order invoiced with incorrect date

We don't always create the invoice the same date as the sales order. I know I can manually change the date, but I was wondering if there is a setting I can change so that if an invoice is created on a different day than the sales order, it can be created with the updated date automatically.

QuickBooks Team

Re: Sales order invoiced with incorrect date

Hi najungahn,

 

Currently, you'll have to edit the date to have an updated invoice date. You also have the option to create the invoice once the work is done. Let me walk you through how.

  1. Click Customers, then Customer Center.
  2. Select the customer name, then click the Sales Order under Transactions.
  3. In the Sales Order window, click the Create Invoice icon.
  4. Click Save & Close.

I'd also suggest sending a feedback request to our engineers by going to Help, Send Feedback Online, and then Product Suggestion.

 

You can visit our page for future reference: Sales and customers.

 

If you have additional questions, please don't hesitate to reach out anytime.

Frequent Explorer **

Re: Sales order invoiced with incorrect date

Those are the steps we take when invoicing a sales order, but the invoice created will still have the date on the sales order. Of course, if we are invoicing the day the sales order was made this would make sense. However, when we are invoicing a day or a week or even a month after the sales order was created, we would like the invoice to have the date the sales order was made into an invoice instead. That way, our invoice aging reports can have a more accurate calculation.

Moderator

Re: Sales order invoiced with incorrect date

Thanks for getting back to us, @najungahn.

 

It's possible that the default date for new transactions was set to use the last entered. If that's the case, let's change it in the Preferences.

 

Here's how:

 

1. Go to the Edit menu at the upper left.
2. Click Preferences.
3. Select General on the left pane, then My Preferences.
4. On the Default Date To Use For New Transactions section, pick Use today's date as default.

224.PNG
5. Hit OK.

 

 

After that, try to create an invoice from a sales order again to double-check. Here's how:

 

1. Go to the Customers menu at the top.
2. Pick Create Invoices.
3. Select the customer's name.
4. Choose Create invoice from one or more sales order(s) on the pop-up message.

225.PNG
5. Hit OK.

 

226.PNG 227.PNG

 

 

I'm also adding these articles for future reference:

 

 

Please let me know if you have any other issues or concerns. I'm always here to answer them. Have a great day!

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