Invoice delivery date
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Tammy Cochrane
We have invoice issue date and due date, but no delivery date. It would be amazing to have a delivery date and even better if it linked to the appointment on the calendar! I issue the invoice when the order is placed. The payment date is due upon receipt but the service delivery date isn't until another time (always different).
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Sales & Marketing
Merged in a post:
Future dating invoices
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Tony Juays
With the new invoice format we are unable to enter a future "Issue Date" for invoicing. This is problematic on several fronts. Invoices are often created ahead of time. In my basic example I will often create an invoice for my client with an end of month date and as I complete small tasks I will add them to the invoice and at the end of the month send the invoice.
I am sure there are many other needs to future date invoices.
To take it a step further HL could then auto send the invoice on the issue date.
Thanks
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Sales & Marketing
Merged in a post:
Add Post Date to Manual Invoice Posting
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Kimberly Grotepas
Current you can't change the date a manual payment is made. It would be nice to set the post date as some date other than the date I did my bookkeeping.
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Sales & Marketing
Merged in a post:
Ability to set invoice date in the future
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Clifford Paulick
I'm creating an invoice at 11pm. I want the invoice date to be tomorrow, otherwise the client might feel like I snuck in an invoice at the last minute of the day.
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Keith Besherse
Yes, the ability to edit billable line items up until the scheduled send date then automatically send. Effectively the invoice is in draft mode until invoice date then activates and sends without the human having to remember. The last billable hours might have been 3 weeks ago (or 0 hours that month!). If no billable hours at least the invoice serves as a reminder that you are available.
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Brian Pappalardo
I agree with this 100%. Our client has a use case where they agree to buy something now, but the project won't start until the beginning of the next month. While it's fresh on their mind, they should be able to create the invoice, set the due date to some date in the future and essentially schedule the email to go out on a certain day. This is pretty common with other invoicing systems that I've used, and the client is scratching their heads about why they can't do this in GHL. I'd love to see this prioritized.
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Clifford Paulick
Zoho Books warns about a date in the future (today is November 26) but still allows it