Custom Invoice Date is Changing

If you run into an issue where your custom invoice due dates are changing, the culprit is likely the way that QuickBooks Online deals with terms. Here's why:

When terms are selected and assigned to the contract, those are considered the agreed-upon invoicing terms for the client.

When creating your invoices in Billable Line items, you have the option to specify due dates. These dates may initially be assigned during creation, but when Ad Sales Genius syncs to QuickBooks, we send the invoice there with the selected terms, and Quickbooks calculates the due date based on these terms.

QuickBooks has several options for terms so we don’t even try to guess them. The invoice gets created in QuickBooks and as with any other creation or update that we do with QuickBooks Online, we save whatever QuickBooks returns back because what QuickBooks says is what we must do.

After the invoice has been initially synced to QuickBooks, then any changes to the due date will be saved as desired.

If you are planning on specifying due dates then it is recommended that you do not have your sales team select terms on the contracts as those take priority.

If we don’t process them this way then we’ll have the other side of the sword saying why don’t terms supersede what the accounting says they want for all other invoices.