Sales - Calculate based on expected date and show totals like bills
Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow
Claire Taylor
shared this idea
Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
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Allan Ponce
commented
Sales Overview must have "EXPECTED DATE" button on top of these invoices
Purchases: Making payments to different suppliers in bulk by batch payment for the purchases can make our lives easier.
Sales Invoices: I hope Xero has the same functionality on cash allocation to different customers names & invoices as they belong to 1 entity but different store locations by having the "EXPECTED DATE" button on top these invoices by filtering them out according to references you need and selecting invoices and putting plan dates in batch or bulk. Thus, I can streamline the process by not doing the plan dates on each invoice I have filtered across. As I have remittance advice for 1 payment but to be allocated for hundreds of invoices. Hope this makes sense.
Thank you
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Claire Taylor
commented
Thank you - I can see that now.
But the overdue days are calculated on 'due date' not expected date.
Also having a total at the top for each 'expected date' like in bills would be a great tool for forecasting income.
So in reality having an 'expected date' is a waste of time as it does do anything to help us users