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Enable Option to Display Invoice Created Date

Updated

NOTE: This option is no longer required to change the invoice date. This can now be achieved when you Run Upcoming Billing. 

 

By design, when invoices are created for recurring billing, the invoice date reflects the Next Bill Date. For example, if the next bill date is January 1st, this date will show as the invoice date, regardless of when the invoice was created. If you are running and delivering your invoices several months ahead of the next bill date, you may wish to display the invoice created date rather than the invoice date. This will display in multiple locations:

 

  • On the "My Billing" tab in the Info Hub
  • On the invoice payment page (accessible from the pay online link on PDF or .doc invoices)
  • On invoices and statement, if you have included the invoice created date merge field. To display this field on invoices, use the merge field UFPurchaseCreatedDate. An edit to the default invoice template will be required.

 

This option is enabled under the Setup > Finance > General Settings:

 

  1. Click Setup in the left-hand navigation panel.
  2. Click General Settings in the Finance section.
  3. Enable Show invoice creation date instead of invoice date.
  4. Click Save.