Set or back-date the invoice date

Where the invoice date is

When you build an invoice, near the bottom of the form you will find the Invoice date field. It starts on today's date. You can change it to any date you like, including a date in the past if you need to back-date the invoice to when the work was actually done or agreed.

How to set or back-date it

1. Log in to your workspace.
2. In the left menu, under Finance, click Invoices, then open New invoice. (You can also raise an invoice from a company's Send an invoice tab; the date field works the same way there.)
3. Fill in the recipient and the line items.
4. Find the Invoice date field near the bottom of the form.
5. Click the field and pick the date you want. To back-date, choose an earlier date.
6. Preview the invoice to check it, then send.

The due date always follows the invoice date

IzzyTap sets the payment due date automatically as 30 days after the invoice date (net-30). You do not set the due date yourself. This means the two dates move together:

• If the invoice date is today, payment is due 30 days from today.
• If you back-date the invoice date by two weeks, the due date is also 30 days from that earlier date, so it is effectively two weeks sooner.

The invoice number does not depend on the date

Invoice numbers are given out in order as invoices are created, one after another. The date you choose does not change the number. So back-dating an invoice does not slot it in among older numbers; it keeps the next number in the sequence and simply shows the earlier date on its face.