Event date and Other Date Fields.

In addition to the core Booking & Hire dates there are a variety of other date fields that can be very useful, in the Other tab in the invoice/Booking/Quote screen.

Invoice due date

The Invoice Due Date field is used in a lot of payment reports, and the Payments > Payments Outstanding screen.

It will also appear on the customer invoice by default and can be inputted either manually, or Automatically via Payment terms.

Event Date

This denotes the date that a related event is being held.

This is only required if your Event date is different to your Booked-From date, for the purpose of Payment terms and other By Event reports.

Did you know there is an Optional Events module for grouping multiple invoices related to the same event?

Deposit Due

This field denotes the date that a deposit is due. This field can be inputted manually, or automatically via the Deposit due days setting in Setup > Preferences > Misc.

By default, this field is only used on the reminders screen to indicate a due Deposit.

Date Quoted

This field denotes the date that a record was Quoted and is filled in automatically when a Quote is created.

It is not used anywhere by default, and is only for internal reference.

Date Booked

This field denotes the date that a Quote was converted to a booking and/or the date a Booking was created.

It is not used anywhere by default, and is only for internal reference.


Did this help?


Powered by HelpDocs (opens in a new tab)