Option to Track Deals by Invoice/Delivery Date Instead of Planned Payment Date

The deals feature looks great. However we just set up a deal with a customer to take a certain volume each month. But it looks like the deal tracks the deal from the date payment is due whereas we want to track how much we’ve delivered to them this month. Is it possible to be able to toggle this so we have a choice how we want the deals to work?

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Thanks for the feedback! We agree that using the invoice date makes more sense than the due date. We have changed this now. We decided not to make this a setting as we think invoice date is the correct way going forward.

We hope this helps!

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Wonderful, thanks Matt!

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