Hi experts,
Is anybody else finding this system behavior incoherent or does anybody has any tip to get a different result? Being able to post the invoice automatically would be very convenient if we could select the correct invoice date.
It seems that only by entering today's date on the invoice date field, I'm able to see the transactions pending to be invoiced, in which case, no matter what date the transactions have will be included on an invoice with date today:
What if I want to back date an invoice and create it for example with date 30/04/2025. That I would change the invoice date field to 30/04/2025 with the expectation to see all the transactions up to that date and the invoice generated on that date as well but it seems that I can only select transactions to be included on an invoice if invoice date is today or later. Also, if it's later, for example if I enter as invoice date 31/12/2025, I still can only see invoices up to June.
The filters on the general section seem to filter on the billing schedule header dates not the lines so they are not useful in this case either.
I see the same issue when selecting the posting option "Show Posting invoice or Create invoice proposal page", an invoice proposal is created with an non-editable invoice date:
Does this mean that we cannot back date invoices and directly post/create them from billing schedules? Isn't it a very common business scenario that invoice for the previous month are only created 5/6 days after month end but they are back dated to the last day of the previous month?
Please share your experiences with this functionality, thank you!!!
