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Re: Edit Invoice DAte - Status changed to: Under Consideration

Edit Invoice DAte

Would be great to edit an invoice date after it has been created in an open accounting period.

Zuora Alumni
Status changed to: Under Consideration



It would be helpful to understand the real world use case behind these request. Under what circumstances would you change the invoice date? Thanks.



Savvy Scholar

A real world use case that we have is a customer signs a contract on a certain day, and our operations teams processes the order a day later and forgets to change the invoice date to match the day of the signed contract. Once the invoice is generated and payment collected there is no way for us to change the invoice date to match the agreement we've made with our customer. I get that this can be prevented with more training, but it still happens. We've had customers ask to have the invoice date changed to match the contract.



Also in a case when the operationals need some time to check the draft invoice before posting it.
If the draft was with an invoice date d
And we post the invoices one week later and the suctomer was Due open recept,

The invoice will be directly in an unpayed status and the customer in red status

I think it would be great if we can update this field if the invoice is still in status Draft

Zuora Staff

HI, could be great to have possiblity to link due date to posting date too.


Some customer wants to validate invoices before posting them if they take too much time when they post it, due date is already  in the past....

Zuora Product Team
Status changed to: Coming Soon

The ability to update the invoice date when posting invoices or bill runs will be available soon.

Zuora Product Team
Status changed to: Implemented

Zuora now supports updating invoice date when posting invoices or bill runs through the UI and API. See Update invoice dates for more information on how to update invoice dates.


Does this change apply to all Zuora tenants or only those with the invoice settlement feature?

Zuora Product Team

The ability to update invoice date upon posting is generally available for tenants. However to update credit memo dates, the tenant must have the the invoice settlement feature.