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💡 [Feature Request] - Enter Payment Date When Submitting Invoice

Open JustinFowlerArt opened this issue 1 year ago • 2 comments

Summary

Would like to be able to select the date to use when submitting a purchase invoice and creating a payment record.

What problem are you trying to solve?

I typically enter most of my bookkeeping 1-2 times per month. This causes all of the payments to be submitted on the same day, rather than the date of the invoice or a chosen date.

Basic Example

Currently, submitting a purchase invoice while automatically creating the payment record always enters the payment on the day it was submitted. I would like to be able to select the date that I want to use for the payment.

Drawbacks

Would need a pop up or other method to select the date of the payment to be submitted.

Reference Issues

No response

JustinFowlerArt avatar Feb 21 '24 02:02 JustinFowlerArt

You should already be able to select the purchase invoice date by changing the Date field when creating a Purchase Invoice

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And then when you add a Purchase Payment, if you change the Posting Date it should change to the date that the payment was submitted

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Isaac-GC avatar Mar 04 '24 03:03 Isaac-GC

Thanks for responding. I should have mentioned that this is specifically when using the "Make Payment On Submit" setting for invoices. This creates a payment using the date that you submit the invoice. I will switch to using this method.

JustinFowlerArt avatar Mar 05 '24 01:03 JustinFowlerArt