invoice dates are wrong

[groll]

I have an old invoice, dated for last month. The DATE CREATED column displays the correct date.

If I double-click the invoice, it displays the date of today in the right side under PENDING. If I go to the PREVIEW button, it also displays today's date. If I go to print it, it also displays today's date. So my thought is that if I need to resend the invoice or see the original invoice that I sent them, I basically can't without re-selecting the dates again?

[K Software]

Did you manually change the invoice date? You can just select the proper date in the invoice date box if you did. The invoice date is configurable, the created date isn't..

[groll]

No, that's good, I don't want to edit the original creation date. Here's what happened. I realized that I sent the invoice to another one in the company and they wanted me to resend it to another person. So my indication under 'Email Log' and 'Notice' indicates a past due, as this is correct as it was generated last month. So when I try to send it again, it doesn't use the original date from the first invoice, it sends it with today's date, which would be difficult for them to understand why it is past due. I would have to manually go back and change the invoice date back to the prior setting, as well as manually adjust the due date prior to resending it. This would be tedious when I want to resend past due invoices out to manually change each one. I want to be able to check them off in the invoice screen and hit 'Email Checked' and have the original dates in there.

It just seems like I should be able to resend the invoice and it would keep the original date that it was generated there and not be assigned to today's date....right?

Let me know if this doesn't make sense.

[K Software]

I see what you're saying. The invoice date is changing by itself every time you email an invoice?

Assuming you're using the latest 1.3.88, I'll do some testing to see if I can reproduce it.

Just so I'm sure I have it.. You have a number of pending invoices and from the Invoices tab you're checking them in the list and hitting the "Email Checked" button, which is modifying the invoice date on each invoice to the current day -- correct?

[groll]

Welll I didn't try the email checked button from THAT screen, only because if it generates the wrong date, I can't monitor it and I'm unsure of the correct dates.

When I double click the invoice from the invoice tab and then I hit EMAIL is when I get an invoice with a new date range.

Yes, the lasest version as well....

wait, I'm finding some other issues. Looks like SOME of them are the correct date, and others show the same date (but not the creation date) and another shows today's date. I'm going to do some more poking around, but i"m wondering if it has anything to do with the 'past due' trigger.

[groll]

Figured it out. Ok, I created a recurring invoice on 4/16/07. I had it recur on 5/9 (creation date and send date the same). Now, when I double-click on the invoice it generates the date of 4/16. If I hit PREVIEW it generates an invoice with 4/16, even through the creation date from the invoice tab states 5/9.

So it's referring to 4/16 for the date of the invoice. Does this make sense?

[K Software]

There isn't any trigger for past due invoices so I don't think that's where it is happening. I'll start doing some testing, though!

[groll]

Cool, thanks.

Just to clarify, the creation date of the RECURRING invoice is 4/16.

It recurred on 5/9 and made a 'creation date' of 5/9 in the invoice tab.

When I double click on the invoice, it indicates the invoice date as 4/16 (the actual recurring invoice creation date, but not the invoice creation or send/saved date)

[groll]

Hey Mitchell,

Just got the error again with the dates. I had a recurring invoice due, so I hit generate, then I was about to send the invoice, but I double-clicked on the invoice to check just in case, and it was in fact dated from the creation of the recurring invoice entry when I created the recurring invoice, not today, when the actual invoice was generated. So I had to manually adjust the dates prior to sending it out.

[K Software]

That's expected behavior, actually. The invoice date of the new Pending invoice does come from the recurring invoice (since that's it's template).

I believe that's the correct thing to do, isn't it?

[groll]

Not unless I'm missing something. here's my goal:

1. I get a new customer (web hosting for a yearly account)
2. I enter their first invoice, and make it recurring yearly
3. Next year, I get a notice that there are recurring invoices ready.
4. I hit 'generate' and the invoice date is now dated for last year, when the recurring invoice was created, but the actual invoice is for this year.

Does this make sense? It seems that it should work that when you generate a new invoice, it creates it with the date that it was generated and not when the recurring invoice was created...or am I going about it wrong?

[K Software]

Oh yes, what you're describing is not correct. What is supposed to happen is the invoice should pull the "next invoice date" over the "invoice date" field when you save it. I'll do some testing and fix that if that's not happening!

[groll]

Ok, I kinda see what you mean. I took a look at the next recurring invoice date, and it's dated for 6/21/08 which is correct. The only thing, is that when it does get generated next year, will it create an invoice with the date and due date 4/16/07, the date that this generation came up and the date that I created the recurring invoice?

If so, then that's the problem I'm seeing. I wouldn't want to send my client an invoice that's dated for a different day than they receive it, especially if there's a due date.

Thanks for looking at this :)

[CMA]

I noticed there are several posts related to the invoice date and due date.

I was looking for the same functionality as decribed by others:
1. Create new recurring invoice with a specified starting invoice and due date.
2. When each next invoice instance comes around based on the specified period, it will have the new invoice date and due date relative to the then current date.

For example, an invoice with monthly recurrence should automatically create invoices such as:
inv 1 - inv dt 6/1, due dt 6/16
inv 2 - inv dt 7/1, due dt 7/16
inv 3 - inv dt 8/1, due dt 8/16


I thought I had a workaround for this issue as of the current v1.3.88. This almost works.

1. Open new invoice dialog
2. Set the invoice date to what the very first invoice day should be.
3. Save the invoice.
4. Set the terms to NET-[x]. This will change the due by date to the correct date for the first invoice. This only works correctly if you do step #3.
5. On the date set in #2, the new invoice appears in Recurring Invoices with the correct due date, which was set in #4.

The glitch with this is that on all subsequent invoices, the due date lags by one full cycle starting on the second invoice. For example:

Suppose a monthly cycle with an invoice date of the 1st and due date of the 16th (NET-15). The result would be:
inv 1 - inv dt 6/1, due dt 6/16
inv 2 - inv dt 7/1, due dt 6/16
inv 3 - inv dt 8/1, due dt 7/16
inv 4 - inv dt 9/1, due dt 8/16

[K Software]

1. Open new invoice dialog
2. Set the invoice date to what the very first invoice day should be.
3. Save the invoice.
4. Set the terms to NET-[x]. This will change the due by date to the correct date for the first invoice. This only works correctly if you do step #3.


That sounds like a bug that was corrected in the latest build of 1.3.88, so make sure you have the latest version (download and install anyway - it can't hurt). http://www.k-billing.com/kbilling_installer.exe

The 2.0 release is pretty darn close, too. Check out the beta forum if you want to see it in action!