💡 [Feature Request] - Simplify Sales Invoice Data Input

[simatao]

Summary

When creating a sales invoice, there are per default 3 date fields:
Posting Date
Reference Date
Clearance Date
While all are important and can sometimes be different, in my case they are almost always the same date. So can you please autofill the reference and clearance dates with the posting date? this will still allow to manually overwrite them if needed, but at least the calendar field is already closer to the probably date which is max 1-2 days away.

What problem are you trying to solve?

reduce number of clicks needed to file an invoice

Basic Example

user creates a new invoices
posting, reference and clearance date are prefilled with today's date.
user overwrites posting date with yesterday's date
reference and clearance dates are beeing automatically updated to the posting date (yesterday
user selects todays date for the clearance date.

this is an extreme case, but it still requires one click less than currently. in the best case, the invoice is created as posted, and no clicks are needed, or just one for the posting date.

Drawbacks

logic might appear confusing when dates change "magically" but only the posting date is a master that has impact on the other two fields (ideally also only while they are still empty/on todays date).

Reference Issues

No response

[kreddyokr-code]

Hey @simatao This feels like a good usability improvement.

In most cases, Posting Date, Reference Date, and Clearance Date end up being the same, so auto-filling them would definitely reduce manual input and speed up invoice creation.

The only thing to be careful about is not overriding user intent. Maybe this could apply only when the fields are empty or still set to the default (e.g., today’s date), and stop syncing once the user edits them manually.

That way it improves efficiency without introducing unexpected behavior.

Happy to help test this if needed

[simatao]

Sounds good, thanks!

[kreddyokr-code]

@simatao Great — I’ll try to reproduce this and take a look at how we can implement the auto-fill behavior without overriding user edits. I’ll share a draft once I have something working.