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.
Niko Schauble
shared this idea
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Maree Christensen
commented
Same here we create draft invoices during the month for issue on the 1st business day after EOM. Currently we enter the correct date on each draft invoice when it is created and this takes time, as you have to select the date from the date picker for very draft invoice you create. If there was an option to auto update the invoice date when issuing the invoice it would save a lot of time and effort. Another possibility would be an option to choose a default date that could be retained for each draft invoice created.
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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.