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Update invoice dates

Zuora

Update invoice dates

When posting invoices or bill runs, you can update the invoice date with the Zuora UI or API. 

If you select to update the invoice date, the due date of the corresponding invoice is also recalculated accordingly during the posting process. By default, the new invoice date is the date when you post the invoice or bill run. The new invoice date cannot fall in a closed accounting period.

You can view the update history of the invoice date in the History area on the invoice details page.

If the Setting determines when the document will be assigned a number from the official document sequence billing rule is set to Upon document posting, the check box for updating the invoice date will be automatically selected in the posting confirmation dialog. This indicates that by default, the invoice date is updated to the date when you post an invoice or a bill run.

Update invoice dates when posting invoices

When posting an invoice, you can update the invoice date for the invoice through both the Zuora UI and API. 

To update the invoice date when posting invoices through the REST API, see Update invoices for more information.

To update the invoice date when posting invoices through the Zuora UI, complete the following steps:

  1. In the left navigation area, navigate to Billing > Invoices.

  2. On the Invoices page, click the number of the invoice that you want to post.

  3. On the invoice details page, click Post Invoice. A dialog opens to confirm the action. If the Setting determines when the document will be assigned a number from the official document sequence billing rule is set to Upon document posting, this check box is automatically selected and the new invoice date is set to the date when you post the invoice by default.

  4. Select the Update invoice date check box and specify the new invoice date. 

  5. Click Post to post the invoice.

 

Update invoice dates when posting bill runs

When posting a bill run, you can update the invoice date for all invoices involved in the bill run through both the Zuora UI and API. 

Through the API, you can use the Status and InvoiceDate field of the CRUD: Post or Cancel bill run operation to specify the new invoice date for all invoices involved in the bill run.

To update the invoice date when posting bill runs through the Zuora UI, complete the following steps:

  1. In the left navigation area, navigate to Billing > Bill Runs.

  2. On the Bill Runs page, click the bill run that you want to post.

  3. On the bill run details page, click Post. A dialog opens to confirm the action. 

  4. In the displayed confirmation dialog, select the Update all invoice dates check box and specify the new invoice date. If the Setting determines when the document will be assigned a number from the official document sequence billing rule is set to Upon document posting, this check box is automatically selected, and the new invoice date is set to the date when you post the bill run by default.

  5. Click Post to post the bill run.