Settings > Contracts and Invoices > Invoice Date Configuration
Zenskar computes the invoice date in three sequential steps:
- Resolve the reference date.
- Apply the offset (if enabled).
- Pin the day within the resulting month.
| Property | Value |
|---|
| Type | On/Off toggle |
| Default | Off |
| Scope | Organization-wide; applies to all customers and contracts |
| Behavior when off | Invoice date defaults to the invoice generation timestamp |
| Option | Resolves to | Default |
|---|
| Invoice Generation Date | The exact moment Zenskar creates the invoice, in UTC | Yes |
| Bill For Date | The billing cycle date the contract's billing period is anchored to | No |
| Service Period Start Date | The first day of the service window being billed on the invoice | No |
| Property | Value |
|---|
| Type | On/Off toggle, with a numeric field and a direction selector |
| Default | Off |
| No. of Months | Integer; number of months to shift |
| Direction | Before Reference Date or After Reference Date |
| Behavior when off | Invoice date uses the reference date directly, subject to day pinning |
| Option | Behavior |
|---|
| Same Day as of Reference Date | Uses the same day number as the reference date, in the target month |
| Last Day of That Month | Always uses the final day of the target month, regardless of the reference date's day number |
| Condition | Behavior |
|---|
| Resolved day does not exist in the target month (e.g., the 31st in a 30-day month) | Clamped to the closest valid day in that month |
| Leap years | Handled automatically; no separate configuration |
| Reference Date | Offset | Day Pinning | Result |
|---|
| Bill For Date = March 1 | +1 month | Last Day of That Month | April 30 |
| Invoice Generation Date = March 31 | 0 | (n/a, uses reference date) | March 31 |
| Service Period Start Date = February 1 | 0 | Last Day of That Month | February 28 (February 29 in a leap year) |
| Reference date = the 10th | Lands on March | Same Day as of Reference Date | March 10 |
| Reference date = the 19th | Lands on February | Last Day of That Month | February 28 (February 29 in a leap year) |
| Generation date = April 4 | -1 month | Last Day of That Month | March 31 |
| Property | Value |
|---|
| Location | Invoices (sidebar) > open invoice > pencil icon next to Invoice Date |
| Editable invoice status | DRAFT only |
| Behavior on other statuses | Update rejected |
| Input methods | Direct date entry, quick-select (e.g., Today, Start of Month), calendar picker |
| Scope | Single invoice only; does not affect the organization-wide rule |
| Save behavior | Invoice document refreshes automatically |
