Would be great to edit an invoice date after it has been created in an open accounting period.
It would be helpful to understand the real world use case behind these request. Under what circumstances would you change the invoice date? Thanks.
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.
Hello,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 dAnd 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 statusI think it would be great if we can update this field if the invoice is still in status Draft
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....
The ability to update the invoice date when posting invoices or bill runs will be available soon.
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?
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.
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