Automatic Invoice Date

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A	Anonymous

I find myself constantly forgetting to put the current date on my invoices before I send to customer. Since I normally put my invoice form in the file last or near the end, it would be very helpful to have the invoice date default to the date that the invoice was inserted in the report.

07/05/2022 -

Activity Newest / Oldest

Anonymous

I would like the date to populate with the date the report was Signed/Sent. That is the date of the invoice.

Anonymous

I agree with this, but I would like the invoice date to not change or update, if I have to revise the report later and resign / redate the report. I would like the invoice date to the be date of the original signature only and not change with future signature dates.

Anonymous

Great idea! I like Robert's suggestion of having the invoice date treated the same way the date of the signature feature works - automatically unless the box is unchecked, but with verification that it will not overwrite it if the date has already been inserted in the Invoice. As busy as it has been lately, on non-lender work, I often collect the fee when the order is placed and the invoice date will already be filled in.

Becka Champagne

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Anonymous

Or possibly the date the report was signed?

Anonymous

I would agree with Robert on this. I usually put the date on the invoice at signing the report.

Anonymous

Just for comparison, I don't really use templates but instead I typically start my new assignment with a merge of the most recent & similar appraisal and then especially if it is the same neighborhood, large chunks of my research and comments are already done. That being said, when I merge, I like to keep it trim so I normally only merge the necessary forms and addenda, that way I can focus on those and when I am finishing up for delivery I will add my invoice, photo pages, maps, etc. That was why I liked the idea of the invoice date being sort of a date stamp of when the invoice was inserted in the report.

Anonymous

I have the invoice feature as part of my generic template. The invoice gets filled out in the Assignment Power View. Nearing the end of my appraisal, I rearrange the page order of all the various forms. The invoice is usually the last page in the report so it is easy to find if the client doesn't want the invoice included in the final report.

My suggestion would have invoice date treated the same way the date of the signature feature works - automatically unless the box is unchecked.

Anonymous

Same invoice date as signature would work in 99% of my cases too, the only exception is that I would not want the invoice date to change if a later make a revision and re-sign the report.