Hello folks, I’m trying to change the column name "1-30 Days(overdue) to 1-30 Days(Now Due) but can’t find a way of doing this. Using version 16.12.0. Is it possible? any help would be great.
Its not possible, unfortunately
It would also not be correct. A customer’s balance is “now due” only on the day it is due. Such an invoice shows a status of Due Today. Once it is overdue, it is overdue, not “now due.” On the statement, an invoice is included in the Current subtotal on the day it is due, because technically it is is still current until it is overdue.
@Tut, Thanks for your reply. While I’m well aware that in pure
accounting terms you are absolutely correct. “Now due” is strictly
speaking, due on the day it is due and if the statement run was done on
due date and the Statement showed a status of “Due Today” for this
invoice, or any number of invoice’s processed during that month then my
problem would be solved.
However when my shut off for a month is on the 25th of a month and I do
a statement run on the 26th, the statement reflects all invoice’s up to
25th as being 1 day overdue.
This as I agree in pure accounting terms is correct, but I’m not dealing
with accountants and a number of my customers find the word “overdue”
when it’s 1 day overdue confrontational.
I personally have no argument with “overdue” appearing in the 31-60 day
and onwards column’s as, if you haven’t paid by then, we’re heading
towards potential trouble.
My question was not whether it was technically correct, but rather could
I change a word in Manager so as to show clients exactly what is now due
and what is current.
This came about, not from an accounting perspective but from a continued
good relationship point of view bearing in mind that most of my
customers only pay on receipt of a statement and as things stand now,
they are always “overdue”, or, if I do a statement run on due date, they
are still current and not due.
Should this not be feasible, as with being able to change the invoice
template then possibly the transaction statement may be the answer?
@vince, I understand what you are saying. But it sounds like a problem of your own making. If I understand correctly, you are giving perhaps 30 day payment terms, but not sending out sales invoices when the bill is incurred. Rather, you are waiting until the 26th of the month, when convenient for you, and sending statements instead. Thus, you put your customers at a disadvantage. There are three solutions that preserve your customer relationships:
-
Abandon statement billing in favor of invoice billing. Send the invoices when the goods/services are provided.
-
Put no due date on sales invoices at all. Everything is always current.
-
Select a due date 30 days after you plan to send the statement, assuming you keep to statement billing. By the time you send it, the amount owed will still be current.
The one thing you can’t expect is to set a due date and have the software report something is not overdue when it is.
@Tut, Firstly, thanks so much for the time and trouble you’re going too
in order to help me, believe me, I really appreciate it.
To clarify how I currently run my business, yes, I do give various
credit/payment terms. Some of my clients get 30 days, some 15 days,
others COD.
Every order processed and delivered goes out with an invoice which has
the date invoiced on it. I also include on the invoice the due date. Now
one would expect that the customer would then be aware of exactly what
and when things are due, but small business owners here, have learnt
from how large national corporations run their accounting and now only
pay on receipt of a statement. So the onus is on the supplier(me) to
send out timeous statements. No statement, no pay. This has just become
a way of doing business in my part of the world and so we come back to
my original request which really is about terminology and not really an
accounting problem.
How can I change the word “Overdue” in the 1-30 day column to “Now Due”
or “Due” so as my clients can see then quite clearly, exactly what on
the statement is “Current”, what is “Now Due” and what is in the 31-60
day and “Overdue” columns.
Your 3 points are valid and I think I’ve answered No. 1, goods do go out
with an invoice and a due date.
Unfortunately, points 2 & 3 would have me going crazy trying to get
money in, nobody in my neck of the woods pays current amounts, except
the COD customers, so when a statement is viewed by a client he/she
looks at the “Current” column and says “OK, that amount is only due in
30 days, or 15 days”, whichever applies and regards the 1-30 day column
as now payable, or as I suggested, “Now Due”.
Your point regarding setting a due date and not expecting the software
to report it as overdue after the due date is not what I’m trying to
achieve here, I would like the word “Overdue” changed to “Now Due”, not
change the systems accounting process.
Perhaps a simpler method would be if possible to just delete “Overdue”
and have just a 30 day column?
Once again, many thanks for your input.
Oops.
I’ve just logged onto the forum and didn’t see @Brucanna’s reply. I’ve been conversing with @Tut via email.
Sorry @Tut, looks like I’ve been wasting your time as it can’t be done.
No time wasted, @vince. Interestingly, no one else from your country has ever mentioned this problem. Regardless, I’ve learned something, and that is always a good thing.
Until recently, statements could not be modified. But now, you can edit custom theme code for them. I am not certain when this change occurred. You can accomplish what you want by editing the theme you are using (or creating a new one).
Find this bit of code in the portion defining the body of the form. It will be buried near the end of a long line of code, so you will have to scroll to the right to see it:
{{ total.label }}
Replace that with this filter:
{{total.label | replace: "1-30 days overdue", "1-30 days (now due)"}}
The result will look like this:
@Tut, You’re an absolute star! That’s exactly the solution I was looking
for. I’ve done similar customising on the invoice template but couldn’t
find a statement template. To be honest, I’ve just never fiddled with
the theme button’s. Seen them appear recently, but always thought the
theme was company logo etc, so never bothered to explore it. This really
is a great piece of software.
The statement form is now just as I wanted it.
Once again, thank you so much for all the time spent on my problem and
may the coming year bring you nothing but good things and only success
in all your endeavours.