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  1. Blesta Core
  2. CORE-1607

Allow Due Date to be suppressed for Pro Forma, Standard, and Draft Invoices

    Details

    • Type: Improvement
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 3.4.0
    • Fix Version/s: 3.5.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      Currently the Due Date is displayed on all invoices, including Invoices that resulted from Pro Forma, but the due date is not required for such invoices. It may also be beneficial to suppress the due date from Draft or Standard invoices for other reasons.

      Under Settings > Company > Billing / Payment > Invoice Customization add the following options under "Display on Invoice"

      [x] Date Due for Drafts
      [x] Date Due for Standard Invoices
      [x] Date Due for Pro Forma Invoices

      By default, these all should be checked.

      On the 2 invoice templates, default_invoice and quickbooks_invoice, update them to observe these settings for the invoice type. If it is not checked in the settings, then do not display the due date (Label and date) on the invoice.

        Activity

        admin Paul Phillips created issue -
        admin Paul Phillips made changes -
        Field Original Value New Value
        Rank Ranked higher
        admin Paul Phillips made changes -
        Description Currently the Due Date is displayed on all invoices, including Invoices that resulted from Pro Forma, but the due date is not required for such invoices. It may also be beneficial to suppress the due date from Draft or Standard invoices.

        Under Settings > Company > Billing / Payment > Invoice Customization add the following options under "Display on Invoice"

        [x] Date Due for Drafts
        [x] Date Due for Standard Invoices
        [x] Date Due for Pro Forma Invoices

        By default, these all should be checked.

        On the 2 invoice templates, default_invoice and quickbooks_invoice, update them to observe these settings for the invoice type. If it is not checked in the settings, then do not display the due date (Label and date) on the invoice.
        Currently the Due Date is displayed on all invoices, including Invoices that resulted from Pro Forma, but the due date is not required for such invoices. It may also be beneficial to suppress the due date from Draft or Standard invoices for other reasons.

        Under Settings > Company > Billing / Payment > Invoice Customization add the following options under "Display on Invoice"

        [x] Date Due for Drafts
        [x] Date Due for Standard Invoices
        [x] Date Due for Pro Forma Invoices

        By default, these all should be checked.

        On the 2 invoice templates, default_invoice and quickbooks_invoice, update them to observe these settings for the invoice type. If it is not checked in the settings, then do not display the due date (Label and date) on the invoice.
        cody Cody Phillips (Inactive) made changes -
        Sprint 3.5.0 Sprint 5 [ 13 ]
        cody Cody Phillips (Inactive) made changes -
        Rank Ranked higher
        cody Cody Phillips (Inactive) made changes -
        Story Points 2
        cody Cody Phillips (Inactive) made changes -
        Status Open [ 1 ] In Progress [ 3 ]
        cody Cody Phillips (Inactive) made changes -
        Status In Progress [ 3 ] Resolved [ 5 ]
        Resolution Fixed [ 1 ]
        tyson Tyson Phillips (Inactive) made changes -
        Status Resolved [ 5 ] Closed [ 6 ]

          People

          • Assignee:
            cody Cody Phillips (Inactive)
            Reporter:
            admin Paul Phillips
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              7/Apr/15

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