SnapBill now allows you the flexibility to edit both your invoice "Date" and "Due Date". When an invoice is generated in SnapBill it contains a "Date" and a "Due Date" field. See explanations below:

(A). Date field

The "Date" field normally contains the date the invoice was generated and sent on. For example the invoice below was generated and sent to the client on the 15th of May 2011.

(B). Due Date Field

The "Due Date Field" contains the date that the invoice needs to be paid by. For example the invoice below is due on the 1st of June 2011.

You now have the option to edit the "Date" field (A) allowing you to issue post dated invoices. Please note that an accurate record is still kept of the invoice's actual generate and sent date within SnapBill, but the date the client sees on the invoice can be edited so the invoice appears post dated. Follow the steps below to generate and send post dated invoices.

Custom Dates for Manual Invoices

When manually issuing invoices for clients you can follow the steps below to edit the "Date" field.

1. Go to the clients account in SnapBill and click the "Create Invoice" link in the left navigation menu

2. The Invoice Editor window will now open

3. To edit an invoices "Date" field click the "(change settings)" link (C) in the yellow bar at the top of the Invoice Editor

4. Fill in the date you would like to appear on your invoice in the "Date" field (D)

5. Fill in the date you would like your invoice to be paid before in the "Due Date" field (E)

6. Now click the "Save as invoice" button (F) to save and generate your invoice

For example: You would like to send your client an invoice on the 15th of May 2011, but you would like it to be post dated to the 1st of June 2011 and be due for the 15th of June 2011. To do this go to "Create Invoice" on the 15th of May, edit the "Date" field to display 1 June 2011 (D) and the "Due Date" field to display 15 June 2011 (E). Now generated and send your post dated invoice (F). You invoice will look like the invoice below:

The invoice date will be displayed as the 1st of June even though the invoice was generated and sent on the 15th of May. SnapBill will record the actual date you generated and sent this invoice(15 May 2011) in the "Actions" table on the clients account for reference.

Custom Dates for Automatic Invoices

Many of your clients will have recurring services and charges that generate automated invoices added to their accounts. To set custom invoice dates for automatically generated invoices like these you can follow the steps below:

1. Go to Setup -> Billing -> Invoicing in SnapBill

2. Use the "Date Automatic Invoices" setting (G) to set the "Date" field to "First of the Month they are due" (H)

3. Now remember to set your "Invoice Ahead" settings (I) to ensure the invoices are generated and sent before the "Date" you have set

4. Now save changes to confirm this setting

NB: You need to set up your services and charges to have a renewal date on the date you want invoices to be due on. If you want your invoices to be due on the 15th of every month you need to add/modify all your services and charges to have a renewal date of the 15th of ever month.

For example: You would like to send your client an invoice on the 15th of May 2011, but you would like it to be dated to the 1st of June 2011 and be due for the 15th of June 2011. To do this add a charge or service to a clients account with a renewal date of the 15th of every month. The renewal date will determine the "Due Date" field (15 June 2011). Now set your "Date Automatic Invoices" setting at Setup -> Billing -> Invoicing to "First of the Month they are due". This will set your "Date" field on the invoice to the 1st of the month (1 June 2011). Now set your "Invoice Ahead" setting at Setup -> Billing -> Invoicing to "one month". This will generate invoices one month before the invoice "Due Date" or renewal date. If the invoice is due on the 15th of June it will therefore automatically generate and send it to the client on the 15th of May 2011.