Bills - Automatically clear the Expected Payment Date field when copying an existing bill to create a new one
When copying an existing invoice, i.e. for a subscription renewal, it retains the expected payment date from last year's invoice (which was input when we received a remittance advice for that particular invoice from the customer). Retaining it in the newly copied invoice is really unhelpful because it is no longer applicable, the new invoice does not have an expected payment date from a year ago! I appreciate it is easy to remove but you have to remove it from each and every invoice from the awaiting payment tab, which is incredibly frustrating and unnecessarily time consuming when you have a large batch.
Shin Savage
shared this idea
Thanks for taking the time to share this with the community. We understand the request for copied bills to leave the Expected Payment Date blank by default. This could help streamline data entry and reduce the chance of outdated dates being carried over.
For recurring purchases, Repeating Bills may be a useful workaround, as each new bill is created from the template rather than copied from a previous bill.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this change would improve your workflow, add your vote and share your use case.
