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Level 1

Customer with net 30 terms still show due date as invoice date

Using QB Accountant Desktop 2015. I have customers set up with net 30 terms, yet invoices produced  the due date = to the sales date. It does not automatically calculate the due date out 30 days. I have to manually change the terms to another term in the dropdown and then re-select 30 days in order for it to set the correct due date. Terms list has net 30 set correctly.

Thanks in advance for your help.

Denise

Solved
Best answer 12-10-2018

Accepted Solutions
Level 15

"Invoices are imported," The Imported data is self-contai...

"Invoices are imported,"

The Imported data is self-contained, so the Due Date is supposed to be provided in that data stream, already. You don't really need Terms, at that point. You need Due Date.

Imported transactions do not use the Customer Info at all. They are not a Relational transaction. Your Update is what Forces them to Update, relationally.

That's why this piece of info mattered. Thanks.


View solution in original post

18 Comments
Level 15

"Invoices are imported," The Imported data is self-contai...

"Invoices are imported,"

The Imported data is self-contained, so the Due Date is supposed to be provided in that data stream, already. You don't really need Terms, at that point. You need Due Date.

Imported transactions do not use the Customer Info at all. They are not a Relational transaction. Your Update is what Forces them to Update, relationally.

That's why this piece of info mattered. Thanks.


View solution in original post

Anonymous
Not applicable

Are the terms added to the invoices?  Is the terms record...

Are the terms added to the invoices?  Is the terms record set up properly to reflect what it's name suggests?

Level 1

Yes, terms and due date are added to the invoice and term...

Yes, terms and due date are added to the invoice and terms record is set up properly.
Anonymous
Not applicable

If you've made the due date field visible, then you can s...

If you've made the due date field visible, then you can see what happens to it when you change the terms or the invoice date. In these cases it should adjust, unless you have manually overridden it in the current edit session.
Does it update as expected? If so, then it's working right.
Level 1

Hello, the due date field is visible. As I already stated...

Hello, the due date field is visible. As I already stated, due date does not update even though the terms are set to net 30. Terms are correctly set to reflect what the name suggests.
Anonymous
Not applicable

How do you get to the point, then, that you have to chang...

How do you get to the point, then, that you have to change and then change the terms back in order to get the date to calculate?  Are you creating a new invoice from scratch, for example, by starting with an empty invoice form?
Level 1

Invoices are imported.

Invoices are imported.
Anonymous
Not applicable

Oh.  In that case that's what is happening because QB wil...

Oh.  In that case that's what is happening because QB will not calculate the due date based on the terms during import.  Instead, you need to set both the due date and the terms when importing.
Level 15

Denise: How do you create these invoices? Duplicate/Cop...

Denise:

How do you create these invoices? Duplicate/Copy? Manually? Memorized? Imported?

"I have to manually change the terms to another term in the dropdown and then re-select 30 days in order for it to set the correct due date."

That would be a typical behavior from Imported and from Duplicated invoices. That's why I asked the question, How do you create invoices in QB?
Level 1

Thanks for your reply. Invoices are imported, so from the...

Thanks for your reply. Invoices are imported, so from the sound of things, I'm stuck manually adjusting every invoice due date.ugh...
Level 15

How do you create these invoices? Duplicate/Copy? Manuall...

How do you create these invoices? Duplicate/Copy? Manually? Memorized? Imported?

Level 1

Thanks for your reply. Invoices are imported. From other...

Thanks for your reply. Invoices are imported. From other comments, it appears I have to manually adjust the due date on all these invoices.
Level 2

Re: "Invoices are imported," The Imported data is self-contai...

If I may, I would like to ask a question here: We create invoices everyday, they are not imported. Each customer has terms listed in their profile. However, in my Open Invoices report, many of our customers still have due dates that are the same as the invoice date. About half are calculated correctly. What am I doing wrong and how can I fix it?  I'm using QB Desktop 2016.

 

Thank you!!

Moderator

Re: "Invoices are imported," The Imported data is self-contai...

Hi everyone.

I'm here to help you with correcting the due date for your invoices in QuickBooks Desktop.

 

Let's try to verify and rebuild your data. The data verification process in QuickBooks is a tool that examines the health of your QuickBooks company data file.

 

To Verify Data:

 

  1. Choose Window at the top, then Close All.
  2. Choose File.
  3. Click on Utilities.
  4. Select Verify Data.

To Rebuild Data:

 

  1. Choose File.
  2. Click on Utilities.
  3. Select Rebuild Data.
  4. You will receive a warning message to backup your company file, press OK.
  5. Click OK when you get the message "Rebuild has completed".

You can check out this article for detailed information: https://quickbooks.intuit.com/community/Reports-and-accounting/Resolve-data-damage-on-your-company-f....


If you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

This should get everything back in working order. Please let me know if you have any other questions about invoices.

Level 15

Re: "Invoices are imported," The Imported data is self-contai...

@srmoon

 

Due Date is never an Update value; so if the Terms are changed in Edit Customer, or were not there to start with, or this is a Job that didn't have terms for Customer before Job was added, these are examples of why Due Date isn't calculated based on anything. Did you open on your screen one of the invoices where Due date seems to match invoice date, to see the Terms set there?

Level 2

Re: "Invoices are imported," The Imported data is self-contai...

Thank you for your reply.

I couldn't find anything wrong with the customer infor or the invoice. Then I dug a little deeper and found that in the Terms List, I did not have "60" listed as the days in the terms of Net 60.  So I went to each customer invoice with terms of Net 60 and changed it to terms Net 30 on the invoice and said yes to the change in Customer Terms. I then went back to the same invoice and changed it back to net 60 and accepted the terms change for that customer. Now all of our invoices reflect the correct invoice due date. There may have been an easier way to do that but it's done now.

 Again, thank you for your assistance!

Level 15

Re: "Invoices are imported," The Imported data is self-contai...

Perfect update! Glad to help.

 

It's true that often, we should confirm exactly how a Terms is defined, because its name doesn't have to match its Setup functionality.

Anonymous
Not applicable

Re: "Invoices are imported," The Imported data is self-contai...

Hey there, @srmoon,

 

I’m glad to know that you're able to get past the hurdle with your invoices. The steps you’ve taken to correct the sales transactions will also help other customers who are experiencing the same problem.

 

You can always get back to this discussion if you have any questions along the way. You have a great team to help you get back on track.

 

I appreciate your time. Have a great day!

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