How Do I Set a Client Invoice Date?

Discovery now allows for client invoice date flexibility.  You can set the default invoice date once on the Client Account, and Discovery will use it as the default for future invoices.  

You can still change the date on individual invoices when needed.

What This Setting Does

Each client account can have its own default invoice date rule.

When you generate a new invoice, Discovery will automatically pick the invoice date based on this rule.

Important Notes

  • ✅ Only affects new invoices going forward
  • ❌ Does not change existing invoices
  • ✅ You can still change the date on a specific invoice before sending it

Where to Find This Setting

  1. Go to Client Accounts
  2. Open the client account you want to edit
  3. Click Edit
  4. Scroll to the section called Invoice Date Calculation

👉 This is where you choose how invoice dates are set by default.


Invoice Date Calculation Options (What Each One Means)

You can choose one of the following options:

First of Month

(default setting)

  • Invoice date = first day of the billing period
  • Example: Fiscal period starts 10/1 → Invoice date = 10/1

Last of Month

  • Invoice date = last day of the billing period
  • Example:
    • Fiscal period starts 10/1 → Invoice date = 10/31
    • Fiscal period starts 11/1 → Invoice date = 11/30
    • Fiscal period starts 2/1 → Invoice date = 2/28

👉 This is the safest option if you want to avoid month-length issues.


Today’s Date

  • Invoice date = the day you generate the invoice
  • Example: You generate the invoice on 10/18 → Invoice date = 10/18

Day of Previous Month

You choose a day number (like 5, 15, or 31).

  • Example:
    • Fiscal period starts 10/1
    • You select 15
    • Invoice date = 9/15

If you select 29, 30, or 31 and the month has fewer days, Discovery will use the last day of that month instead.

Example:

  • February invoice → date becomes 2/28

Day of Current Month

You choose a day number in the current month.

  • Example:
    • Fiscal period starts 10/1
    • You select 15
    • Invoice date = 10/15

If you select 29, 30, or 31 and the month does not have that many days, Discovery will use the last day of the month.

Example:

  • February invoice → date becomes 2/28

👉 If you want to avoid these adjustments, consider using Last of Month instead.

Changing the Date on a Specific Invoice

Even if a client account has a default rule, you can still change the date on an individual invoice.

This is helpful if a single invoice needs a different date.

How to Edit the Invoice Date

  1. Open the client invoice
  2. Click Edit
  3. A popup modal will appear
  4. Change the Invoice Date
  5. Save Changes


Important to Know

  • ✅ This only changes this one invoice

    ❌ It does NOT change:

    • Other existing invoices
    • Future invoices
    • The client account’s default setting

To change future invoices, you must update the setting on the Client Account.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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