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Display Job Date on Invoice

Feature RequestAccountsPortalJobs

Description:

Introduce the capability to display the job date on the invoice, similar to how the Job Number and Location are currently presented. This is essential as the Invoice Date and Job Date are not always identical.

User's Original Request:

"Being able to have the job date on the invoice, much like the Job Number and Location can currently be displayed. Our Invoice Date is not always the same as the Job Date."

Developer's Insight:

Incorporating the job date directly on the invoice provides clarity for both the business and the client. It ensures that there's no confusion between the date the job was performed and the date the invoice was generated. This distinction is crucial for businesses that may bill their services after the job has been completed.

Proposed Solution:

  1. Job Date Integration: Introduce a dedicated section on the invoice that displays the job date.

  2. Positioning: Place the job date next to the Job ID Number and Location, as suggested by the user.

  3. Customization: Ensure that businesses have the flexibility to toggle the display of the job date on or off, depending on their preferences.

Posted by Termite Solutions South Coast ·
Status: In Review5 comments

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Comments5

  • StanleyPDallas

    •

    Mar 8, 2025

    Providing the Date of Service is a critical point the provide the customer when invoicing. It’s hard to believe that this request was made over a year ago and it’s still in review. Please provide a soultion.

  • Prue Wernicke

    Team•

    Sep 11, 2023

    Hi @Termite Solutions South Coast

    This is a setting in the Invoice settings, Web Portal > Settings cog > Accounts > Invoices.

    • Termite Solutions South Coast

      •

      Sep 11, 2023

      Hi @Prue Wernicke , please can you show me where in Invoice Settings it allows me to add the job date to the invoice, as I have just had a look and can't see it.

      • Prue Wernicke

        Team•

        Sep 19, 2023

        Apologies @Termite Solutions South Coast, I misread your original request.

        Where would you suggest for the job date to appear on the invoice so that we can further scope this with our designers.

        • Termite Solutions South Coast

          •

          Sep 19, 2023

          Thanks for your reply, @Prue Wernicke .

          Perhaps next to where the Job ID Number and Location currently appear?