New invoicing - copy to keep original invoice date
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)
Rebecca Osborne
shared this idea
Hi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
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Sam Gray
commented
The date fields in new invoicing are 💩
Let's say I'm preparing invoices today, dated 31 Aug 2026 due 26 Sep 2026.
I prepare one.. I click Copy.
It sets the invoice date to 12 Sep 2026.
The cursor is in the Contact. I add the contact.
I click Tab.
It takes me to the Invoice Date field and selects all of the date. I override it with 31 Aug 2026 (👍🏽).
I click Tab.
It takes me to the Due Date field.. and puts the cursor at the end of the date.
I can't type the date.. because there is already a date in there. I have to select the existing date..
I should just be able to type 26 and it input 26 Sep (26 of this month - as original invoicing did)... but noo... it puts 26 Aug 🤦🏽
So many steps when I have already copied what I wanted!