Billing Date Default
When generating revenue if billing date is not entered enter current date of generation as the billing date.
We are still hesitant to automatically set the Bill Date. But we have recently added the ability for the user to do it with a simple click after they have generated transactions. Please look at the screen shot of the dialog that comes up in Revenue after generating transactions. This is going to beta soon and will be included in our next full release.
-
Don Sagliano commented
we would like to be prompted
-
Jeff McGrath commented
I also agree with being prompted when generating the transactions. To just insert the billing date would automatically take the order off of our delivered not billed list and the complete billing may not be complete.
-
Hilldrup1 commented
I agree with being prompted when generating transactions. Then the biller can make the decision if it is completed or not.
-
Barrett Moving1 commented
I'd like to be prompted when generating. If the field is left blank, that would mean that we are not not billing this order in full.
-
Jenna Yatabe commented
I would rather it just be a required field (you can't go into the transactions tab until it is filled).
-
Jackie Bradford commented
If the billed date is ever automated it should be when the invoice is Generated and not when revenue is entered. I do think some orders will not get billed if that Billed Date is automated.
-
Many customers use the bill date to know when billing has been completed for an order (using the Orders Not Billed report). Does anybody see potential problems with this date being defaulted just because some transaction(s) were generated? Does automating the setting of the Bill Date make it more possible to miss billing something? This is one issue where I'd like to get as much user feedback as possible. Thanks.
-
josie williams commented
yes
-
Drew, are you refering to the Bill Date located on the Billing Information tab?