Paperwork runs behind the work. Finish a boiler swap on the Friday, write the invoice up the Thursday after, and you can still date it the day you left site. Sendinvo keeps that date on the invoice, on the email, and on the PDF, and the due date counts from it rather than from the night you got round to the admin.
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On any invoice, the issue date sits with the client and the term, set to today by default.
Pick the date the invoice should carry. The day you left site, today, or the month end the client’s accounts run to.
Sendinvo works out the due date from that issue date and your payment term, so a backdated invoice can already be part-way to due.
The date you set is the date the client sees, on the invoice, in the email, and on the PDF.
Most invoices are dated the day you write them, and that’s the default here too. Billing runs behind the work though, so the issue date is yours to set, including a date last week, and the invoice keeps whatever you put on it.
A Sunday evening spent writing up a fortnight of call-outs shouldn’t leave every job dated the same Sunday. Set the issue date back to the day each one finished and Sendinvo keeps it all the way through: on the invoice, in the email, and on the PDF. That’s the normal way round for electricians running call-outs between bigger jobs. Book the work as a job and each finished visit keeps the day you were there, so the date to put on the invoice is on the job. For work you bill on the same day every month, a recurring invoice raises the invoices for you instead.
Change the issue date and the due date is worked out again from your payment term, so there’s no counting days on a calendar. Backdate a week on 30-day terms and 23 days are left to run when the client opens it, rather than a fresh 30 days you weren’t owed.
Some clients pay against the month end (a letting agent’s monthly run, or a main contractor’s application date), so a job you write up on the 24th is dated the 30th. While an invoice is dated ahead, Send waits, because it shouldn’t reach the client carrying a date it hasn’t reached. You schedule it to send instead, and the picker won’t offer a day before the issue date.
A UK VAT invoice has to show a tax point, and the issue date only counts as one when the invoice goes out within 14 days of the work. Every invoice has a supply date under its issue date, starting as the same day: set it to when the work happened, the day you finished or a period if the job ran over several days. It appears on the invoice, on the PDF, and on the page the client opens, so an invoice written up weeks later still says which work it covers.
Setting the date is an invoice feature. A credit note is dated the day you create it. A quote is re-dated when you send it, so its validity window starts when the client actually receives it.
Yes. Set the issue date back to the day you finished the job and Sendinvo keeps that date when you send, even if you write the invoice up a fortnight after you left site. You can date an invoice in the past, today, or ahead.
Yes. The due date is worked out from the issue date and your payment term, so it moves back with the issue date when you backdate. Date an invoice the day you left site, pick 30 days, and it is already a week down by the time the client opens it.
Yes. Write a month-end invoice up on the 24th and date it the 30th. While the date is still ahead, Send waits and Sendinvo points you to scheduled send, which won’t offer a day before the issue date, so the invoice never reaches the client carrying a date it hasn’t reached.
No. Setting the date is an invoice feature. A credit note is dated the day you create it. A quote is re-dated when you send it, so its validity window starts when the client actually receives it.
Set the issue date on any invoice and the due date, the email, and the PDF all follow the date you set.