Sales Invoice | Expected Dates - Bulk Update
The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.
The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.
Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.
Karl Eduardt Ruhling
shared this idea
Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
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Bernadine Phillips
commented
An option to add Expected Date in bulk for invoices would be amazing! Having to do this for each individual invoice to forecast weekly and or monthly is so time consuming.
We use another software that integrates with Xero for our forecasting. To get a more accurate forecast of what we can expect in the way of payments on a weekly basis. I add the Expected Date in Xero. For clients who I know will always pay on the 20th it would be so useful to tick those clients and add the date rather then having to do it one at a time. -
Jackie Lampon
commented
This principle could also be applied for turning off/on automated reminders.
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Jackie Lampon
commented
Within Sales overview › Invoices, Please allow batch updates to expected payment dates. At present I have to amend each expected payment date individually on each individual invoice. This is so laborious. Please create an option to be able to tick multiple invoices (from differing clients) to input the same expected payment date. It is essential we update these dates for cashflow purposes but it takes so long doing it one by one.
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Lizzy Coleman
commented
Jumping on this to agree - it would be so useful to have "planned dates" for customers paying invoices in bulk. I can't add a planned date per invoice for customers paying 25+ invoices with one remittance - it would take too much time and add 1 note per invoice to the customer's page, which would just be ridiculous.
This feature would be so simple, yet so helpful.
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LUCY FELLOWS
commented
I completely agree with the need for being able to do a bulk update of customer expected payment dates. It works perfectly for inputting payment dates for bills, i cant understand why this also wouldn't be a feature in sales invoices.