Do you want your first invoice of your order not to align to the rest of the invoices? Here is how:
Normally invoices are created when the target date (on the invoice batch or invoicing directly on the Order) is on the Effective start date or the Invoiced to date on the Order charge. By setting the "Specific date for first invoice" it is possible to overrule when the first invoice shall be created, this can be relevant for scenarios where you have agreed on a specific date for invoicing a new Order from a customer.
How to use it:
The field "Specific date for first invoice" is on Order charge. To enable this field, go to Settings > Orders > Order settings and toggle the "Specific date for first invoice" to yes.
When you create the Order you can now set this date field and it will overrule the target date matching when invoice is created.
The settings is avaible on the Financial details of the product charge.
- You can set the specific invoice date both before and after the effective start date of the Charge.
- The specific date is only valid for the first invoice on the charge (= the "Invoiced to" field is blank).
Order charge with Effective start date 2022-01-01.
Without setting the Specific date for first invoice, invoice will be created when target date is >= 2022-01-01.
Setting the Specific date for first invoice to 2022-04-15. Now Invoice will only be created if target date is >= 2022-04-15, not when target date is 2022-01-01.