Due Dates are always 5 Days Out Regardless of the "Custom Due Date"

[turner2f]

For reasons UN-known...

Due Dates for are always 5 Days Out Regardless of the manual, "Custom Due Date" that we apply to "Manual-Made" invoices.

This happens regardless if they are "Single Payment" or "Recurring".

===========

1) - Is there a setting that is overriding this ?

Like ( under General - - > Billing Payment - - > Invoice and Charge Options - - > Invoice Days Before renewal - - > 5 Days )

 

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2) - Or did we somehow miss a step during the "Create Invoice" process  ?

[Paul]

13 minutes ago, turner2f said:

For reasons UN-known...

Due Dates for are always 5 Days Out Regardless of the manual, "Custom Due Date" that we apply to "Manual-Made" invoices.

This happens regardless if they are "Single Payment" or "Recurring".

===========

Is there a setting that is overriding this ?

Or did we somehow miss a step ?

Settings > Company > Billing/Payment

Settings > Company > Client Groups > Edit

Client Groups override Company Settings. Check both places.

[turner2f]

Quote

For reasons UN-known...

Due Dates for are always 5 Days Out Regardless of the manual, "Custom Due Date" that we apply to "Manual-Made" invoices.

This happens regardless if they are "Single Payment" or "Recurring".

===========

1) - Is there a setting that is overriding this ?

Like ( under General - - > Billing Payment - - > Invoice and Charge Options - - > Invoice Days Before renewal - - > 5 Days )

 

=============

2) - Or did we somehow miss a step during the "Create Invoice" process  ?

 

Quote

Paul said...

Settings > Company > Billing/Payment

Settings > Company > Client Groups > Edit

Client Groups override Company Settings. Check both places.

We checked both areas within the settings and they are both set at " 5 Days ".

Is this overriding the "Custom Due Dates" that we assign to "Manual-Made" invoices ?

===========

If yes, what should we do ?

[Paul]

This affects only automatic invoices. However, when you create a manual invoice, it will use this value to predetermine the due date. You can change the due date before or after saving the invoice. I don't understand the problem. Are you saying that you set a different due date when manually creating an invoice, and it changes itself when you save?

[turner2f]

Let us test this again.

It might only be adversely affecting the manual "recurring" invoices.

[Paul]

11 minutes ago, turner2f said:

Let us test this again.

It might only be adversely affecting the manual "recurring" invoices.

I would expect recurring invoices to bill 5 days in advance, per your settings. Manual one-time invoices should be due on whatever date you set, but will start out as 5 days in advance by default (you can change it).

[turner2f]

OK.

guess that makes sense.

So you are saying that the "Client Group" settings override any manual-made "custom re-curring payment" invoice's due date.

Correct ?

[Paul]

22 hours ago, turner2f said:

OK.

guess that makes sense.

So you are saying that the "Client Group" settings override any manual-made "custom re-curring payment" invoice's due date.

Correct ?

No, I'm saying that client group settings override company settings. So if you set a bill date of 10 days in advance for the company, and 5 for the client group, clients in that group will be billed 5 days in advance.

This setting does the following:

1. When the system generates invoices automatically, they are billed this number of days in advance.
2. When you create a manual invoice, the due date is filled in automatically as this many days in the future. With manual invoices, you can change the due date to whatever you want before you create it.

[turner2f]

Thanks.

RE-tested successfully.