New Invoicing - Reset to Default Due Date option
New invoicing is missing the ability to select the default due date that is against the customer. I had to change the invoice date for a customer with set payment terms of 30 days from the invoice date and there were several suggestions listed but the old option to reset to default date was missing.
Jen Fisher
shared this idea
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up to apply to the invoice. In this case you'll need to manually update the Due Date once you've edited the Issue date.
I'll round back to confirm where the team land with their review of this behaviour.
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Nicola Harvey
commented
New invoicing no longer has option to add +30 etc for the due date, without several clicks to get the date we need. We cannot add 30/4/24 for example either, it just resets back. These were basic functions that worked very well and were very quick to input. A good proportion of UK companies with terms would have standard terms of 30 days as well as 7 or 14. Without the option to +30 or 30/4/24 it is slowing down generating an invoice in an area that should not be as delayed or complicated as this has now been made. Please add this functionality back.
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Dan Garrick
commented
As another commenter mentioned, we would expect an Invoice that is submitted as a draft via the API and does not include any DueDate field, should populate the Due Date from the Customer-specific Sales Payment Terms, or the Organisation-specific Sales Payment Terms. That behaviour is missing in the New Invoicing, but was present and relied upon in the Classic Invoicing.
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Yvonne Watt
commented
Just returning to see the outcome of this issue that I am obviously not alone in here. My initial case has been closed without any updates as to any changes implemented to support this query.... Is there any updates from Xero to anyone else?? Still unhappy with the new invoicing on my end.. :(
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Justin McMillan
commented
This is really annoying. Every customer I invoice has varying terms. One example today was 45 days EOM. SO much easier to just click reset to default.
(PS: does Xero even read these comments? I have other suggestions pending that have not been addressed.....)
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Melanie Birch
commented
It is beyond me how no-one thought that one of the suggested Due Dates should be Invoice Date + 30 days (or whatever the default is for that customer).
It's like "New Invoicing" has been invented from scratch, omitting features that have been added to "Old Invoicing" throughout its life.
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Wipster Invoicing
commented
New Invoicing -- Add 30/60/90 day options for the invoice due date. 7 and 14 day options may work for some but just take up space for those who use net 30 (or other). Now it just takes more clicks than before to set the due date.
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Pete Kearney
commented
Yet another missing feature since the move to New Invoicing - was this update rushed through or something? So much basic functionality missing :-(
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Claire Parker
commented
Payment terms are set in our contacts and invoicing should pull this through to an invoice, based on the contact. We have different terms with different customers, one size fits all is not acceptable.
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Cameron Kerr
commented
To clarify, for us at least we expect that an Invoice that is submitted as a draft via the API and does not include any DueDate field, should populate the Due Date from the Customer-specific Sales Payment Terms, or the Organisation-specific Sales Payment Terms. That behaviour is missing in the New Invoicing, but was present and relied upon in the Classic Invoicing.
Thanks,
Cameron -
Brett Mason
commented
We use the Xero API to create invoices and this has been raised as a major concern by our joint customers.
We're facing have to reverse engineer the Xero business logic for calculating due dates via the API to restore functionality from classic invoicing which we would very much prefer not to do due to the risk of differences in the calculations.
We would appreciate some feedback on timelines to fix this.
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Yvonne Watt
commented
I am in the same boat as Jen. Would love the "restore to default due date" option to be implemented in the new invoicing, as without it the new invoicing option will be more time consuming for me, having to go into each customer to find their default settings. Until this has been added, I will be sticking with the classic version for now. Please see attachments for added visual explanation.
