Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default setting for this. Its would appear to me a minor change in software coding, which could save a lot of time for the user.
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Nicole Hocking commented
This would be very helpful. We create draft invoices when we start a job and it can invoiced a month later sometimes. It is a pain to have to remember to change the invoice date when it should be from the date it is approved and turned into an actual invoice.
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Admin DE Atelier commented
Yes please, we do the same using draft invoices to track work to be billed and have the same issues mentioned.
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andrew slavich commented
even a prompt "you are trying to send an invoice with a due date that is in the past" would be something
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Ashley Pickernell commented
I have wanted this feature for so long and absolutely feel the same way. I don’t understand how this is not a feature yet. It would be so simple.