Help us improve

Send invoice out before Invoice date

Our customer's payments are due on the invoice date.  However we need to be able to send out the invoice beforehand.  

Kashflow uses the created date as the invoice date.  But we would like the created date to be just the date the email/invoice is generated.

  • Naheed Rehman
  • Feb 17 2017
  • Will not implement
  • Attach files
  • Naheed Rehman commented
    16 Mar, 2017 04:21pm

    Hi Natasha 

    I understand it is a legal document, but if payment is due on invoice date when should we email it?

    Most companies have specific days for their payment runs.

    Our CRM allows us to create invoices before their due dates.

  • Natasha Chryssafi commented
    16 Mar, 2017 04:05pm

    Hello

    You can use the quote function to allow the customer to see the costs involved.  When ready, you can convert to an invoice ready for payment.  An invoice is a legal document, therefore should be dated accordingly.

    Thanks

    Natasha