Fix Invoice Due Date
S
Sandy's Cleaning Tampa
Please have the invoice due date to be set on the date of invoice creation while keeping the options to change if necessary. Everytime an invoice is created, the due now date sometimes is two months ago or days ahead. It makes absolutely no sense to need to manually change that every single time. It seems to be a simple fix.
Boaz Schonherz
I'm happy to share that from now, accounts can choose what they want to set as their invoice default due date:
- Default invoice due date can be set by the job’s scheduled date (default)
- Default invoice due date can be set by the job’s creation date
You can set the default by going to: Account settings -> Account Preferences → Default invoice Due Date
Thank you,
Boaz / Product
Indy Little
Came here to make a suggestion for this and find it's been an ongoing frustration for customers for a LONG TIME?? Workiz, please; payment terms are so often based on the initial date of the invoice!! Once the invoice is created the customer has xx # of days to pay based on a company's NET configuration.
Job completion, or start date for that matter, isn't a customer's concern. Their concern is that the work is done well & correctly. That cannot be validated until after the work is complete and customer is satisfied. At that point is when most companies issue an invoice, thus the NET terms apply from date of invoice more often than not.
Please address this issue. Manually going into each Job --> Items --> scrolling down to adjust the due date (after an invoice is sent) for every single job is an incredibly non-user-friendly series of steps to use this software for an everyday function your Workiz customers are doing day-in & day-out = sending invoices to their customers.
Philip Ferreira
I had a great call it Boaz Schonherz and showed him the issue. He immediately agreed and will hopefully get with the team and hopefully have it fixed.
What is frustrating from, my perspective, is how hard one had to push to get heard. This is originally posted 13 months ago. Workiz, you can do better.
Philip Ferreira
Cain Mitchell
Philip Ferreira
Boaz Schonherz any progress on this? Is been more than year....
Boaz Schonherz
Philip Ferreira
You can set it in the account settings.
Please let me know if you have any questions.
Thank you,
Boaz
Philip Ferreira
Boaz Schonherz Thanks - that is how I have it set, but the issue remains. Here is the problem; when you create a job, for the future, and then create an invoice, the invoice due date is the date the job is created. I can get on a zoom call and show you.
Philip Ferreira
Boaz Schonherz Let me know your email address and I'll send you a video of a screen recording i just posted in the Workiz Unofficial Page.Boaz Schonherz, Let me know your email address, and I'll send you a video of a screen recording I just posted on the Workiz Unofficial Page.
Boaz Schonherz
Hi Philip Ferreira
Feel free to book us some time to discuss
Thank you,
Boaz
Doug Steel
Boaz Schonherz I agree with Philip Ferreira. You can have it set correctly yet it still pulls the due date from the job creation date which looks ridiculous to the customer.
Philip Ferreira
Boaz Schonherz its been more than a month since se met - any progress on getting this fixed?
Boaz Schonherz
Hi Philip Ferreira
We are planning to add the option to allow accounts to choose whether the invoice date is set by the job's creation date or by the job's scheduled date as the default.
We are currently working on the specification, design and implementation, and this feature should be released next month.
Thank you,
Boaz / Product
Boaz Schonherz
I'm happy to share that from now, accounts can choose what they want to set as their invoice default due date:
- Default invoice due date can be set by the job’s scheduled date (default)
- Default invoice due date can be set by the job’s creation date
You can set the default by going to: Account settings -> Account Preferences → Default invoice Due Date
Thank you,
Boaz / Product
Diane Temmen
Boaz Schonherz Could the Invoice due date be set using our Default Payment Terms? Setting the due to the Job scheduled date is not helpful. We don't bill until the job is complete which might take a couple of weeks. Some invoices are not even tied to a job.
The due date in most accounting software is set to use the Invoice Date and Payment Terms. Therefore an invoice date of 11/01/2024 would have a due date of 12/01/2024 if payment terms are set to Net 30.
Boaz Schonherz
Hey Diane Temmen
You can customize the default payment terms to align with your specific requirements.
To do this, navigate to: Account Settings -> Default Payment Terms. From there, you can select an option from the dropdown menu or choose "Custom" to set your own terms.
Thank you,
Boaz
Diane Temmen
Boaz Schonherz: I
DO
have our default payment terms set. However, the Due Date is not calculating off the invoice date. We have to manually update EVERY invoice.Diane Temmen
I created invoices today for jobs created at an earlier date. Seems like the Invoice create date might be pulling from the job create date instead of using the current date. I had to change the date on the invoice AND then the due date on every invoice I created today. VERY FRUSTRATING for me and my customers.
L
Linda Yelton
AGREEED! THANKS!!!
Diane Temmen
In Settings->Account, we can set the default payment terms, but this doesn't seem to apply when creating the client record or the invoice. VERY Frustrating!
Artan Domi
Agree.
Philip Ferreira
Agree, this is more of a bug and should just simply work.