Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Ability to Set an invoice date during the create invoice process instead of updating the work date

There is too much risk on relying on the work date for the invoice posting date during the Create invoice Process. 

If a customer is billing for last month they frequently want the invoice date to be the last day of the previous month.

To properly make that happen they must choose Settings and change the work date.

Then run the create invoice process

Then go back to Settings and change the work date.


If they do not do these steps properly they will have incorrect data in the system


Please add the ability to set the invoice post date when the Create invoice Filter pops up

  • Kim Bateson
  • Sep 20 2019
  • Research
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