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How do I edit and lock-in the invoice date of an order?

If you have scheduled orders, or orders awaiting your approval, you can choose to edit the date that the order becomes an invoice and is issued to the customer

 it becomes an invoice

There may be times when you need to change the invoice date of an order. The invoice date is when the order is converted into an official invoice and sent to the customer, at which point the details can no longer be changed. For example:

  • You have agreed on a specific invoice date for the customer that is different to the billing date defined in the product settings
  • You may need additional time to review and adjust the order before it becomes an invoice, allowing you to make necessary changes to details like pricing

 

Steps:

  • Navigate to Sales admin > Orders
  • Select the order(s)
  • Click ‘Change invoice date’ and select the date
    • Choose whether you want to lock-in the date

You can identify locked-in dates by the padlock icon displayed next to them.