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Level 2

How do I get the new past due stamp from showing up on invoices?

I'm using QB Enterprise Solutions 18. On our unprinted invoices they all show the past due stamp. I've turned off printing the stamp, didn't help.  I changed our customers to net 30 and that didn't help either.  As soon as an invoice is created and saved the past due stamp appears.  I don't want this feature.  How do I turn it off?

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Best answer December 10, 2018

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Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

Unprinted is a Status for "you are going to print, send, both, or neither."

Past Due is controlled by the Due Date field. Changing the Customer Terms doesn't change existing invoices. You have to change them manually.

"As soon as an invoice is created and saved the past due stamp appears."

Then you need to Customize your template and you need to Reveal the Due Date on your screen, if you want to manually control it, instead of allowing Terms to control it. You cannot control what you do not see.


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43 Comments
Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

Unprinted is a Status for "you are going to print, send, both, or neither."

Past Due is controlled by the Due Date field. Changing the Customer Terms doesn't change existing invoices. You have to change them manually.

"As soon as an invoice is created and saved the past due stamp appears."

Then you need to Customize your template and you need to Reveal the Due Date on your screen, if you want to manually control it, instead of allowing Terms to control it. You cannot control what you do not see.


View solution in original post

Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

This is a huge pain because I have a lot of customers.  I wish there was just a toggle that would turn this off.
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Level 1

How do I get the new past due stamp from showing up on invoices?

Do you think the QB techs are ready any of these comments from their customers?  Why haven't they uploaded a fix yet?
Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

The note on removing the Past Due message does not work. Changing the terms seems to be the only way to remove. That means granting terms we do not actually offer or hiding the screen from the customer or telling them Quickbooks is just being rude to my customer, its not me.
Highlighted
Level 1

How do I get the new past due stamp from showing up on invoices?

IThe latest update to 2018 must have changed this.  I am also getting past due on all invoices.  If I don't put in terms for all invoices, past due shopw up immediately.  I sent out my own invoices, not QB, but I don't want to see past due in red if I look up a recent invoice.  Another QB "fix" of a problem that wasn't
Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

"I wish there was just a toggle that would turn this off."

Yes, you can turn off the printing of it.

Yes, you control if it is Past Due or not factually, by how you handle the Due date, the terms, and this makes your Aging report correct. Are you running your AR aging Summary report, to manage this?

Don't ignore something as meaningful as Due dates. Manage them.

"This is a huge pain because I have a lot of customers"

Edit Customers to assign their Default terms; it is easiest to use Lists menu > Add/Edit Multiple.

Fix Open Invoices, to get on track. QB will do the rest, from now on.

Done.



Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

Yes, I do run my AR aging quite often.  Due to the nature of our business our customers pay on a net 60 or 90.

Thank you for telling me about the Lists > Add/Edit Multiple.  Never knew that existed.  Huge Help!!!
Highlighted
Level 1

How do I get the new past due stamp from showing up on invoices?

I tried this with all my customers and it didn't work at all.
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Level 2

How do I get the new past due stamp from showing up on invoices?

I was able to change all my customers to a net 60 very quickly with the Add/Edit Multiple but the stamp still shows up on my screen, even on new invoices. What a nuisance!
Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

If you changed Customers' default Terms, that doesn't affect Existing invoices. You have to Change them, specifically, if they are already Wrong.

And you control the Stamp in Lists menu > Templates; Customize that Template.
Highlighted
Level 1

How do I get the new past due stamp from showing up on invoices?

It still appears on new invoices after the terms on all customers are changed and changing the terms right on the invoices doesn't make it go away.
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Level 2

How do I get the new past due stamp from showing up on invoices?

Great, our terms are "upon receipt" and they do not take receipt until they come to pick up their work. It is not past due. Setting clients to 30 days terms to avoid this would entail granting them terms we do not offer otherwise. Sure, lie to the computer or the customer. Its only accounting, why should it be right?
Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

The invoice stamp mentioned is on the screen and cannot be removed from the template. The customer terms are Due Upon Receipt, that means there is not past due. I appears on reports as current or 0-30 which is our normal pick-up windows. And Of course it does, is not helpful and simply shows you did not consider what was being presented. Yes, if your due days is 0 then the invoice is past due on creation. That is clear and pointless.

Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

"If I don't put in terms for all invoices, past due shopw up immediately."

Of course it does; you either Manual set the due date, manually select the Terms, or assign default terms to the customer as you add them to your file.

And Terms need to be edited to confirm they are set up to do what they got Named. The Name is not factual to what someone defined, if that was not You setting it up.

Changing customer settings now doesn't change existing invoices; go update them to fix them.

And you control the Status Stamp by editing that invoice specific Template. Please see my attachment.




Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

"It still appears on new invoices after the terms on all customers are changed"

Assigning customers a new Default terms, means that is used when you Create Invoice for that name.

"and changing the terms right on the invoices doesn't make it go away."

Make "what" go away?

Terms is how you help the program know to set the Due Date based on the invoice date; you also can select Terms on that invoice, such as when you Forgot to set up the customer terms or this specific sale falls under Different terms. You also can simply set the Due Date specifically, such as, when Terms doesn't apply to this sale at all.


"Past Due" doesn't show until/unless something is Past Due. If you are creating Historic Invoices, such as catching up year end 2017, and have yet to enter Payments, then it might be past due, because you haven't done all the tasks, yet.


Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

I'm thinking the program is broken.  I set all my customer to either net 60 or 90. The day after I create an invoice there's that stupid "Past Due" stamp on the invoice.  Thank goodness I am able to set that to not print or I'd have some very upset customers.  I have done everything suggested and it still continues to show up the day after an invoice is created.
Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

"The invoice stamp mentioned is on the screen and cannot be removed from the template."

Yes; your Screen view is Your perspective, and that is your status for your reference.

"The customer terms are Due Upon Receipt, that means there is not past due."

Yes, it is, because you made this, "Due for the same date as the Invoice is dated." You didn't set, for instance, "Due in at least 5 days, because I know you just got it by email and need some Banking time to pay me electronically, or there is a holiday or weekend involved." Look at your Due Date that got set from your Terms, to see Due Date became Sales Date. Your payment for an unpaid sale is based on Due Date and for "same as invoice" date, this is Late the very next date.

If that isn't what you want, you need to define a Reasonable timeframe = Terms.

"appears on reports as current or 0-30 which is our normal pick-up windows."

The Presentation on Reports is a different setting; that is controlled in Preferences. That is where you tell Reports to use Due date or transaction for Aging. Also, that controls the Aging table you can optionally include on Statements.

That doesn't change your own view of the invoice on your screen.

"And Of course it does, is not helpful and simply shows you did not consider what was being presented."

That is Your perspective.

"Yes, if your due days is 0 then the invoice is past due on creation. That is clear and pointless."

It is you choice to show the facts that apply.

If you create an invoice dated today and due today, and you expect them to pick it up today and pay for it then, and they Did Not, that is Late, by definition. That is what this is telling you.


Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

"I'm thinking the program is broken.  I set all my customer to either net 60 or 90. The day after I create an invoice there's that stupid "Past Due" stamp on the invoice."

Did you confirm the due date, by looking at the invoice on your screen?

What did you set in your Preferences?

"Thank goodness I am able to set that to not print or I'd have some very upset customers.  I have done everything suggested and it still continues to show up the day after an invoice is created."

Edit menu > Preferences. You have over 360 setting here.

Go to Edit menu, Preferences, Reports & Graphs, Company Preferences. Here is where you control Age from Transaction Date or Age From Due Date.

From Transaction Date = the very next day = Past Due, or "How long has this been Out there?"

From Due Date = "how far past the due date is it still Not Paid?"


Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

Ok, I've changed the setting in Preferences and will see what happens tomorrow.  Thanks
Highlighted
Level 2

How do I get the new past due stamp from showing up on invoices?

Nope, the Past Due stamp is there today.
Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

@roberta

Did you confirm the Invoice date and the Due date for that invoice? And remember that everything in this topic regarding set up, default assignment and Preferences, does Not Change Existing invoices. What is the Due Date, what is the Invoice date?
Highlighted
Level 1

How do I get the new past due stamp from showing up on invoices?

It didn't work for me either Roberta. I changed everything and the stamp was still there even on new invoices with today's date and changing the terms right in the invoice also did nothing.
Highlighted
Level 1

How do I get the new past due stamp from showing up on invoices?

I'm having the same problem in Desktop Pro 2018.  Preferences were already set to age from the due date, it shows up on my screen the day I enter the information.  It's very annoying, and not something I would have wanted added anyway.
Highlighted
Level 15

How do I get the new past due stamp from showing up on invoices?

"Preferences were already set to age from the due date, it shows up on my screen the day I enter the information."

Did you also then set a Due Date, and/or use Terms manually, and/or add a default Terms to your Edit customer? If you set Reporting Preferences to age from due date, then the next thing to examine is the Due Date on that invoice.

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