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.Â
You will find this setting in Business Settings > Invoices .
First off enable the feature on the right. Each month is shown and you can then set the cut off date. We show the range 25 – 6th – as we think this covers most people’s requirements as month ends are usually very close to the actual month-end.Â
You then have the choice of setting how the invoice date is changed
- Cut off date
- First day of the next monthÂ
- Last day of the month
You can also choose how to display the date on the invoice:Â
- Keep as originalÂ
- Show calculated dateÂ
We suggest you test this before going live and make sure you have the outcome you expect.