You decide that you will process any November invoices, against November, right up until 3rd December. This means if the invoice is dated 2nd December, you want it recorded as a November invoice. Or say you have a month-end cut off of the 28th of December – any invoices recorded after this date ie – dated 29, 30, or 31st December will go into January.
You will find this setting in Business > Settings > Advanced.
First off enable the feature.
Each month will be revealed and you can then set the cut off date. We show the range 25 – 6th – we think this covers most people’s requirements as month ends are usually very close to the actual month-end.
You then have the choice of setting how the invoice date is changed
1. Cut off date
2. First day of the next month
3. Last day of the month
You can also choose how to display the date on the invoice:
1. Keep as original
2. Show calculated date
We suggest you test this before going live and make sure you have the outcome you expect.