Set the invoice date

TABLE OF CONTENTS

• Introduction
• Set the Invoice Date

Introduction

Engage Fees allows you to select your invoice date manually, or you can have the date automatically default to the current date.

Set the Invoice Date

To set the date manually:

1. Go to Fees > Invoices > Raise Invoices.
2. Select the invoices to be issued.
3. In the Raise Invoice Parameters pane at the bottom of the screen enter the date manually in the Invoice Date field or use the calendar to select the correct date.
4. Make your other selections in the Parameters section and post as normal.

To set the date to today automatically:

1. Go to Fees > Setup > Account Structure screen – access to this screen required the Administrator login. If you do not have access to this screen, please raise a case in Engage Help.
2. In the Invoice Preferences section select the Default Invoice Date to Current tick box.
3. Save the Account Structure settings.
4. When you access the Raise Invoices screen the Invoice Date field will automatically show the current date.

Note: For more information on working with the Account Structure Screen, please see the Engage Fees Setup guide (Account Structure section). For more information on issuing invoices, please see the Engage Fees Billing guide (Invoices section).