At the moment, when I create customer invoices it creates with TODAY date.
Is it possible to create them with the WANTED date as the invoice date? The idea being that the invoice is created as and when the goods are delivered.
Is there a setting for this?
If the customer invoice is in a Preliminary Status, you can make changes the invoice. One of the changes you can make, is to the invoice date, on the general tab of the customer invoice screen.
The invoice will be in a Preliminary status, when it is created and not yet printed. If you print the invoice, you can no longer make changes to the invoice.
Thanks, thats good to know.
Does that mean i would need to update each invoice? Can we create an even when the prelim invoice is created to pull the wanted date to the invoice date?
+3
Hi,
In many industries the delivery of the goods is an automatic driver of the invoice creation. In that case the invoice date matched the delivery date. Usually when clients have sophisticated pricing / invoices the invoice creation requires a manual intervention where the invoice date is then managed.
If possible, it’s usually the best process if the invoice creation can be automated right after delivery.
Regards,
Thomas
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