How-to guides

This guide walks through setting up an organization-wide rule for the invoice date, and through manually overriding the date on an individual invoice.

How to configure invoice date

1. Navigate to Settings, then Contracts and Invoices, then Invoice Date Configuration.
2. Click Edit, then toggle Invoice Date Configuration on.
3. Under With Reference to, select the reference date to calculate from: Bill For Date, Service Period Start Date, or Invoice Generation Date.
4. To shift the invoice date away from the reference date, toggle Offset on. Enter the No. of Months and select Before Reference Date or After Reference Date.
5. Under the day-of-month setting, choose Same Day as of Reference Date or Last Day of That Month.
6. Review the live example shown at the bottom of the page to confirm the configuration produces the expected date.
7. Click Save.

Reference examples

• Bill For Date: a monthly contract has a billing cycle date of the 1st. With an offset of +1 month and Last Day of That Month, a March 1 Bill For Date produces an invoice date of April 30.
• Invoice Generation Date: if invoices are generated on the last day of the service month (e.g., March 31), and the offset is 0, the invoice date is March 31.
• Service Period Start Date: a service period runs February 1 to 28. With Service Period Start Date, offset 0, and Last Day of That Month, the invoice date becomes February 28 (or February 29 in a leap year).

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  Note: This configuration applies at the organization level; every invoice for every customer follows the same rule. To use a different date for a specific customer or contract, edit that invoice manually (see below).

How to manually edit an invoice's date

Manual edits are only available while an invoice is in DRAFT status. Any other status will be rejected.

1. Navigate to Invoices in the left sidebar and open the invoice.
2. In the invoice header, click the pencil icon next to Invoice Date.
3. In the Edit Invoice Date modal, set the date by:
   • typing it directly,
   • choosing a quick-select option like Today or Start of Month, or
   • picking a date on the calendar.
4. Click Save. The invoice document refreshes automatically.