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 Retaining it in the newly copied invoice is really unhelpful because it is no longer applicable, the new invoice does not have an expected payment date from a year ago!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
Hi Shin, thanks for getting back to us with more information. We can see now that the behaviour is inconsistent depending on how the invoice is copied.
After testing, we found that when an invoice is copied from the Invoices list or from within the invoice, the Expected Payment Date is cleared as expected. However, when the invoice is copied from Contact record, the Expected Payment Date is retained.
As this appears to be an inconsistency in the current behaviour, we'd recommend raising a case with our support team so they can investigate it further with our Product team. Thanks again for taking the time to follow up and help us better understand the issue.
