I’ve set up invoice and quotes to be valid for Net 7, and I’d like to setup partial payments to automatically be valid for Net 7 as well. Is there a way to accomplish this? Or do I need to set the date manually every time for partial payments?
I’m not sure if this is supported, @david can you please advise?
This is an interesting one, I have not tested this scenario yet.
@cazagomis in the next release we set the partial due date based on the payment terms. Note this only works if a partial date is not yet set.
I have a library of “archived” quotes that I use to quickly generate new quotes (“clone to quote” function).
When I do this, it automatically sets the partial due date to whatever was listed for the original quote, which may be months prior to the current date.
It would be nice if I could clone a quote and have both due date and partial due date set by default
The partial due date should be cleared when cloning, we’ll make sure this is corrected.