Hmm … @lubos, just a thought. I just tested the recurring sales invoices.
If I leave the due date empty, and then go to Sales Invoices and click on this message …
“There is at least one recurring invoice pending to be issued Details”
… the newly-generated invoice ends up with a due date of today.
Does it make sense for recurring invoices with a blank due date to respect the default value? Perhaps so. Currently this only applies to manually created sales invoices the normal way (i.e. not via recurring template).
Perhaps, for a recurring invoice:
Manually set 0 “days after issue date”, to make due date = issue date, overriding any defaults.
If left blank, it should either respect the default setting or (in absence of a default setting), use the due date = issue date logic as it currently does.
I think this makes the most sense, and is the most consistent approach.
For @Sabrina_Moya_Cuerden, she would still need to set the default value to 9999 days in this case. Then, if she leaves the due date blank on the recurring templates, it would use the 9999 day default.
@Sabrina_Moya_Cuerden, I don’t understand your vociferous complaints about this change, which was necessary for proper functioning of the program. You say you were happy to manually put in the due date every time you created a recurring sales invoice before. Now, instead of manually entering it, you will manually edit it. If you didn’t forget to enter due dates previously, there is no reason to think you will suddenly begin forgetting to edit them now. No need to modify the recurring invoices you have defined. Just edit instead of enter.
When you create a recurring invoice and leave the due date as empty it did just that. The problem came when when a week of the system doing its own thing had sent my books completely out of balance and I had to then go and figure out what had gone wrong.
Some recurring sales invoices have been paid in advance by the client, at which point no one cares because they are marked ‘Paid in full’.
Those that were still due were clearly marked by the red highlighted section which showed “no due date” which was my trigger to edit the due date.
With the yellow “due today” that differentiates it in NO way from the others (please make allowances for perhaps poor eyesight, or just being hurried) it created chaos. However the two lovely gentlemen @lubos and @shaneAU (evidently programmers - given the last alert I have received) have been working with me all day and have assisted admirably.
We each have our areas of expertise - I am a language teacher (not an accountant) and this program is invaluable to me because it does not presuppose all kinds of accounting knowledge that I do not have. Any alterations which alter my aged receivables, banking, etc throw my tiny little brain into waves of confusion that take me hours to figure out.
Manager does not “do its own thing.” Recurring sales invoices are not generated spontaneously. You are notified that it’s time to issue them and you must create them by positive action. And I still don’t see why you think you have been caused extra work, unless you are doing something you have not described. Before, according to your description, when it was time to create recurring sales invoices, you entered a due date. You say you were happy with this process. Now, instead, you edit a due date. In other words, what you do has changed slightly, but it is still the entry of a date in the same field of the same form at the same time in your workflow.
Just want to quickly clarify so there’s no misunderstanding … that while both of us are developers / programmers, only @lubos is the developer of the Manager application, I am simply a user in this case.
I’m a developer for a completely different company, and I just happen to use Manager to do my own accounting.
You could remove it from the completed view with a custom theme, employing some conditional logic. There have been forum topics on similar requests in which users have posted code.
The reason it didn’t appear before is because it wasn’t required. But as developments have occurred, it became necessary for all invoices to have due dates. The presumption is that an invoice is due immediately unless you set an alternate date.
This might create difficulty. A date is a date. But when was “receipt” after an invoice has been around in an inbox for a few days/weeks/months? I think it is better to have all invoices with the same content.
Having a due date seems ‘pushy’ in the business that I am in. But this really isn’t a showstopper and I can live with the ‘due date’ being shown - just wanted to know if there was a way to remove it without @Tut suggestion of using a custom theme (I wouldnt have a clue where to start with conditional logic!).
The way Manager displays columns etc is that if there is nil content then that column isn’t shown - couldn’t this also apply to the invoice? ie if nothing entered then don’t display due date ta all.
Manager will insist on something being entered in there. If nothing is entered, Manager will automatically put something in there so it’s never empty. And this is why I’m asking why this shouldn’t be the case.
Any business where your word is your bond, or where you have long-term and close relationships with your clients and where money isn’t the most important part of that relationship.
Due date was not there a couple of months ago - now it is forced on us.