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When I copy an invoice that has scheduled payments in it, the payments copy over, but the due dates don't. Any suggestions?
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0If you select an invoice that has payments with due dates and select the "duplicate" option in the icons. A second invoice is created with all of the data of the first (items, invoice, data, even payments) except the payment due dates.-
Germinal Campsmore than a month agoyes, I understood that. as I say, it's normal behavior, the same way as if a payment is "paid", if you duplicate the invoice, the payment will appear as "unpaid" (because it's a new, different payment, so it makes no sense that is marked as paid...) do you know what I mean? the same way, the invoice number is not the same! the duplicate function duplicates the data, but not all the sensitive data that may depend on Time, if you know what I mean.
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0OK I suppose. My use case is this: I am setting up billing for a club sports team. There are set fee structures depending on the level of team which I created as items. I created one invoice for a player on the team, add the item that represents the level they will play at and then add payments over the course of 6 months with dues dates. What I wanted to do was copy that invoice and change the invoice data (who owes) for all the other team members. It works, but I have to go in to each of the 6 payments and set the date again - sort of a pain.
I understand why it wouldn't copy paid status, but it it copies a planned payment at all, why wouldn't it copy the date?-
Germinal Campsmore than a month agobecause the date could be "already passed" and then creating a new payment with a date that has passed would not have much sense. I understand your case. you would need a little bit of custom coding to actually allow to "recalculate" the duedates for payments, so you don't have to enter them manually each time..
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