We are a travel company and I need to generate reports based on THREE dates - Invoice Date (the departure date), Booking Date (the date the client pays their initial deposit), and Due Date (the date the balance is due, typically 10 weeks prior to the Invoice Date).
Currently using an old Desktop version of Quickbooks which works great as it has a “Shipping Date” option but is now out of date (no more updates) and struggling to find an alternative that doesn’t break the bank. Does QuickFile offer any way the option of a third, trackable date?? Any suggestions / advice appreciated.
Unfortunately there isn’t a way to store any dates against an invoice, except for an issue date or due date.
Do you use the field “Purchase Reference” at all? It is possible to re-label the fields, so perhaps this could be an option?
Interesting. If I put, say January 15, 2019 would I be able to generate a report where Purchase Reference starts with “January”? That would work if I can.
Thanks
That would work 
If that’s suitable for you, I can help change the label on the sales invoice itself?
Thanks, that looks like it will work. I haven’t set anything up yet so will do a bit of playing with it first and set up other bits how I need them. If I can’t figure out how to change the label on the field I will come back to you. I have some other tinkering I may need to do also!!
1 Like
This topic was automatically closed after 7 days. New replies are no longer allowed.