When the Order Management configuration setting is enabled, you have the opportunity to decide whether your Sales Invoices will be generated with the Sales Order's Order Date of the Sales Invoice's Created Date as it's Invoice Date.
The auto-populated date in your Invoices can be manually overridden per Sales Invoice, before it is completed, providing additional flexibility for handling dates in unique business scenarios.
Invoice dates also affect how the data is displayed in various reports and Business Intelligence dashboards within Unleashed. For instance, invoice dates drive operational and financial insights depicted in the dashboards. Choosing a suitable default invoice date and ensuring its consistent use helps maintain data accuracy in reporting.
Update the Default Invoice Date in your Company settings
From the main menu, go to Settings and select Company.
In the Company page, go to the Invoicing tab.
Use the Default Invoice Date drop down menu to select either Created Date or Order Date.
Once selected, click Save.
Any new invoices created for a Sales Order will then use the Default Invoice Date selection to populate the invoice's Invoice Date.
Best Practices for Managing Invoice Dates
Align Settings with Business Needs: Match the invoice date setting with your organization's sales and reporting cycles. For example, use the Order Date if your analytics rely on when orders are placed.
Educate Your Team: Conduct training sessions to ensure staff understands how date settings affect business reports and invoices.
Audit Your Reports Regularly: Periodically check and validate report outputs to confirm dates are accurately and consistently configured.