Allow setting Expected Payment Date on modified invoices
The only way of modifying the Expected Payment Date via the API right now is to remove every payment first, then update the date and reapply the payments. We have customers paying via installments (of up to 30 payments) and it would seem a lot more logical to allow changing the Expected Payment Date.
The reason why the Expected Payment Date is important to us is that we use it for cashflow forecasting.
Anonymous
shared this idea
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James Travers
commented
Currently you cannot update an Invoices DueDate or PlannedPaymentDate via the API if there are payments or credit notes allocated to it. This is problematic especially for invoices (such as business rates) that get paid in (monthly) installments.
If the DueDate or PlannedPaymentDate has passed then these invoices do not show up in the Short-term CashFlow view.
I can update the Planned Payment Date through the UI (and I can update the DueDate through the UI as well) regardless of if the invoice has a credit or payment against it, so why doesn't the API provide the same validation as the UI?
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Paul MacNeill
commented
This should be reviewed, as the current functionality through the UI allows a user to edit the Expected Payment Date.
If this issue ever makes light of day, the ability to add notes along with the expected payment date should be part of the update