FAQ - How to Manually Set an Invoice Date


The invoice date can be manually set from the order view page.


How to Manually Set an Invoice Date

To Navigate to Order View page:

Step      Action

  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.

  2.        Use search filters to locate the desired order.

  3.        Hover mouse over desired Order# and select the view icon. The Order view page will open. 


Step      Action

   1.       From the Order view page, click on the Invoice Date field under the Details section. A pop-up calendar will open.


   2.       Use the calendar pop-up to manually select an invoice date.

     Note: The invoice due date can also be manually entered this way.  

                    

   3.       Select {Save} under Details section. A pop-up will confirm Order Details saved.


Note: The Accounting settings must be configured to allow for invoice date to be manually entered from the Order view page.


To Configure Settings for Manual Invoice Entry:

Step     Action

  1.       Select {Settings} and then select {Financial} under Accounting section.

  2.       Under the Configuration section, toggle Manually Enter Invoice Date switch to Yes.

  3.       Select {Save} under Configuration section.