How to change Invoice Date

Overview

By default, the system automatically assigns the invoice date when invoicing a document. However, if you need to manually select an invoice date—such as when backdating an invoice—you must first disable the Automatic Invoice Date setting in the Company Setup.

1. Disabling Automatic Invoice Date

To allow manual invoice date selection:

1. Navigate to Settings > Administration > Company.

2. Click on the Invoicing tab.

3. Locate the Automatic Invoice Date checkbox.

4. Uncheck this option.

5. Click Save to apply the changes.
   

2. Changing the Invoice Date During Invoicing

Once the Automatic Invoice Date is disabled, the system will prompt you to select an invoice date when invoicing a document.

Steps to Change the Invoice Date:

1. Open the Invoicing Program.

2. Select the document you wish to invoice.

3. Click Invoice on the top tool bar.

4. A popup will appear asking you to select the Invoice Date.

5. Select the desired date and click OK.
   

Key Considerations

• The Automatic Invoice Date setting applies to all invoices system-wide. If re-enabled, the system will once again automatically assign invoice dates.

• Users should verify the selected invoice date before confirming the invoice to ensure proper financial reporting.

• Backdating invoices should be done in accordance with company policies and accounting regulations.