Automate Invoice Dates to Match Approval Date
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Phil
We’d like an easier way to manage editing invoice created dates in Printavo for accurate sales analytics. Currently, we manually adjust the invoice created date to align with the client’s approval date, which ensures accurate reporting when we pull revenue reports (via Analytics → Total Sales).
Often, quotes are approved days or even months after they were created, requiring manual adjustments. Is there a way to automate this process so that the invoice created date, as well as the invoice and production dates, automatically update to match the approval date?
This would save time and ensure data consistency for analytics and production scheduling.
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Matt Whitney
It should also update the production date and customer due date automatically when they approve it. So if we select a production due date 7 business days out from when the quote was created whenever the customer approves it updates the production date to still be 7 business days out from when the quote was approved. This would be AMAZING!!!
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Jodi Campbell
We've also addressed this issue multiple times and need a resolution. The Approval date is the true Sale date and the Invoice date should reflect this. Unfortunately, Printavo uses the Created date in their limited reports that are available which is rarely ever the true Sale date. This is an accounting struggle.
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Kimberly Dempsey
Having this customizable would be great. I would love to leave the invoice date blank until I actually invoice it. I have a wide array of customer types. Some prepay, some pay once it goes into production, some at pickup and some are net 30.
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Laura Berry
great suggestion