Invoice Date = Ship Date
Is there a way to change the 'invoice created' date to reflect the 'ship date', when moving a quote over to an invoice?
We create invoices upon confirmation of quotes, due to a back-end accounting process, but find this doesn't allow for accurate reporting of revenue. The bookkeeping side of our business is pretty set in their ways, so I'm looking for a work around.
I'm aware we can manually go in and change the invoice date, but we really don't want to add another step if it can be automated!
Thanks!
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Official comment
Hey Scott,
If you're referring to the "Prepared Date", the only automation for that is simply the date it's created and there's currently no way to automatically generate the Invoice on the ship date. The only other option, besides manually changing it, is to have your own internal SOP to generate the Invoice on the day that it ships out.
One automated option for the Invoice that CAN be changed is the Due Date Base Date. It can be set to the End, Prepared, or Start Date. You can find that setting, currently in Flex4, by going to Projects > Project Elements > Invoice > Accounting Options.
Thanks,
Nick Nazario
Customer Success Associate
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