date stamp of invoices to quickbooks --

[raymond]

looks like CommitCRM is not sending the current date of the invoice to QB when generating new invoices... if we open and look at/revew an invoice in QB , new invoices generated by CommitCRM to QB will be dated the same as the invoice reviewed (i.e. if we review an invoice that is 3 months old then generate new invoices from CommitCRM to QB, the new invoices will be 3 month old).

solution?

//ray

[Support Team]

Re: date stamp of invoices to quickbooks --

Hi Ray,

Thanks for posting this.
When creating invoices, the invoice displays 2 types of dates:
* 1 for the Invoice itself.
* 1 on each charge line displaying charge creation date in RangerMSP.

The Invoice creation date gets copied during the invoice creation process, so the invoice should basically be created after you've logged all the charges in the system for that invoice. Once you have the charges, you can create an invoice for all the related charges on a few different consolidation levels, from the File menu > New > QuickBooks Invoice.

For more information on the Billing Lifecycle, please click here.

Let us know if you have anymore questions on this topic.

Reno Breen

[raymond]

Re: date stamp of invoices to quickbooks --

yes, we know how to create invoices from CommitCRM (we've been doing this for about 3 years).

what we are finding is that CommitCRM is NOT stamping the proper creation date in QB (the "invoice itself"), instead, the invoice is taking on the date of the last invoice that was opened... again, if we review an invoice that is 3 months old then generate new invoices from CommitCRM to QB, the new invoices will use the date of the invoice we reviewed (i.e. 3 month old).

this only appears to happen when QB is open while generating invoices...

thanks --

//ray

[Support Team]

Re: date stamp of invoices to quickbooks --

Hi Raymond,

Thanks for your reply.

The date used in the QuickBooks invoice date is typically created by QuickBooks itself, and is not decided automatically by RangerMSP (please review screenshot); however, when generating the invoice, you can manually edit the date to be printed on the invoice, by clicking the date field in the RangerMSP Invoice Creation wizard.

Any defaults for this field need to be found in QuickBooks, if you intend on adjusting them.

The only information typically passed from RangerMSP to QuickBooks during the invoice creation is the Account & Charge details (Item, quantity, account, etc).



Let us know if this helps.

Regards,

Reno Breen