Settings and activity
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
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451 votes
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Skye Baillie
commented
Currently for some customers I need to manually create statements due to the inability to place invoices on hold. So it also makes the 'Send Statements' function unusable.
Skye Baillie
supported this idea
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We import bulk invoices from a third party platform, and the Old invoicing would automatically pull the due date from the contact details. The new invoicing isn't doing this, it's made them all the same due date. I now have to manually change each invoice to match the customer due dates. Not to mention I'm going to need to keep a spreadsheet externally to refer to. This is a large addition of work you've added to people's workdays. We may need to look at other options.