New Setting: Auto Set Invoice Date

Pay & Bill

What's new?

When the Auto Set Invoice Date option is configured on Invoice Terms, the invoice date now pre-populates at creation based on the configured rule, rather than defaulting to today's date at finalization. Admins can choose from three scheduling rules:

• Last Week's Days (Monday-Sunday)

• This Week's Days (Monday-Sunday)

• Maximum Week-Ending Date

If this field is left blank, existing behavior remains unchanged.

Why does it matter?

Billing teams no longer have to manually correct invoice dates to match client billing cycles. The right date appears at creation automatically, reducing manual effort and the risk of errors on finalized invoices.

How do I enable this?

Enabled by Default: Configure the Auto Set Invoice Date rule on the applicable Invoice Terms record.