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tifto
Level 2

How to change the invoice due date after it was recorded?

I recorded a bunch of invoices and the due dates are for the invoice date. I want to change them to some point in the future and that the invoice will reflect the not yet due status.

Running Quickbooks 2018 (desktop)

Solved
Best answer May 07, 2019

Best Answers
LauraAB
QuickBooks Team

How to change the invoice due date after it was recorded?

I see what you're saying. In that case, I recommend setting up individual terms for those instances. While the program usually expects things to be paid off in a shorter period of time and goes by days, if you need something that accommodates years, simply convert the years into days. For example, if your customer has a 2-year term, put 730 days into the Net due in ___ days box. You can name the term 2 Year or whatever you like that'll help you remember. The article I gave you in my original message can help you out with setting those up. Let me know if that makes sense. :)

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9 Comments 9
LauraAB
QuickBooks Team

How to change the invoice due date after it was recorded?

Hi tifto,

 

Don't worry, I can help you with your due dates on your invoices in QuickBooks Desktop. It's an easy fix as it's just a matter of reopening the invoice and adding Terms to it. If the Terms field is left blank, the program assumes that the receipt is due the date that it's created. Choosing from the available terms — such as Due on receiptNet 30, and Net 60 — allows you to choose when your customer needs to pay you by. You can add new terms in the drop-down as well if you're not seeing what you like. Learn more about creating payment terms in the Set up payment terms article.

 

You can either set these terms on each invoice you make or there's also the option to set terms per customer by adding it to their customer profile from the Customer Centre. When in the Customer Centre, double click the customer name to bring up the Edit Customer window. Go to Payment Settings and then choose from the Payment Terms drop-down to set it for the customer. Hit OK to save it. Now it'll appear automatically on each invoice created for them.

 

To find the invoices you'd like to edit, there are a few methods you can use. You can go from the Customer Centre, through the Invoice creation screen, or use the Find feature. In the Customer Centre, simply click to highlight the customer name and bring up their list of related transactions. Double click the transaction to open it. In the Invoice creation screen, you can use the Back arrow to scroll through invoices you've already created. The Find tool can be accessed through the Edit menu or by hitting CTRL + F. Use the filter options for the Find tool and then double click when you want to open a transaction.

 

I'm here if you'd like some clarification. Have a great day. :)

tifto
Level 2

How to change the invoice due date after it was recorded?

Thank you for the response, but I don't have fixed terms all that often. We invoice pledges and they are usually paid out over numerous years. I don't want them to be seeing that their invoice is overdue.

LauraAB
QuickBooks Team

How to change the invoice due date after it was recorded?

I see what you're saying. In that case, I recommend setting up individual terms for those instances. While the program usually expects things to be paid off in a shorter period of time and goes by days, if you need something that accommodates years, simply convert the years into days. For example, if your customer has a 2-year term, put 730 days into the Net due in ___ days box. You can name the term 2 Year or whatever you like that'll help you remember. The article I gave you in my original message can help you out with setting those up. Let me know if that makes sense. :)

tifto
Level 2

How to change the invoice due date after it was recorded?

Thanks

Is there any way to have like a 4 or 5 year time frame? It doesn't seem like that is accepted

LauraAB
QuickBooks Team

How to change the invoice due date after it was recorded?

I just tried entering a 4-year period myself to test and I see the problem you're running into as it only accepts a three-digit number in that field. That seems to be the limit for the program. What you can do is submit feedback about this feature directly to our product development team. Click Help, then Submit Feedback Online. It's a great way to share with us what you need for your business.

 

I also invite other members of the community to jump in and share the solutions that have worked for them for these kinds of situations. That way we can all help each other.

LisaC2020
Level 2

How to change the invoice due date after it was recorded?

Hi. When I crreated new invoices this month on July 7th, it has set the due date to July 31st. It needs to be 30 days after the invoice date (August 7th). The Terms are correct, and the same that they have always been, at Net 30 w/ 2% Monthly Late Fee. This hasn't been a problem in the past. I do have a new accountant but she said she changed nothing to do with dates. How do I find the setting for the due date and how do I change the date on existing invoices?

JamesM4
QuickBooks Team

How to change the invoice due date after it was recorded?

Hello LisaC2020. Thanks for connecting with us on this thread. To make sure I'm on the same page as you, have you had a chance to follow the steps provided by Laura above? 

LisaC2020
Level 2

How to change the invoice due date after it was recorded?

Hi. Yes, I have tried what was suggested above. I also did confirm in the invoice (there are more than 1) that the payment terms are set correctly. They have also been the same payment terms we have used for years. Any help would be appreciated.

JamesM4
QuickBooks Team

How to change the invoice due date after it was recorded?

I see. At this point I highly recommend contacting our support team outside of the Community so your account details remain private. In order to save time I suggest letting the specialist know you’ve reached out before so  they can review your case notes. Feel free to ask questions. 

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