You can edit Issue date, Supply date, Due date, and Paid at date directly from the invoice list — without opening the document.
This works for invoices, proforma invoices, settlement invoices, and payment receipts. This makes it easy to fix incorrect dates or adjust documents that must reflect a different timeline.
How the feature works
Edit dates directly from the invoice list
Go to your Finance section -> Proforma / Outgoing invoices
Hover over any date (Issue date, Supply date, Due date or Paid at date).
A small pop-up window will appear.
Select the new date and confirm your change.
You can also open the date editor from the three-dot menu at the end of the row → Edit dates.
Linked documents update automatically
If the edited invoice is connected to other documents (for example, a settlement invoice linked to a proforma, or a tax receipt linked to an invoice), the date change will be applied:
to all related documents
and to their generated PDFs
No additional steps are needed.
Validation rules
1. Supply date cannot be earlier than the project start date
This is the only validation that remains active.
If you try to set a supply date before the project’s start date, the system will not allow it.
2. All other validations are intentionally disabled
This gives you flexibility for situations where:
dates must be adjusted retroactively
a client requests alignment with older documents
an accountant needs to correct a historical mistake
external systems require a different timeline
In short — you can override standard logic when necessary.
When to use this feature
This option is useful when:
the invoice was created but the date was accidentally wrong
a client requests a corrected date
a team member issued the document earlier/later than planned
accounting closes a period and needs documents adjusted
You don’t have to reopen or regenerate any documents — just update the dates directly in the list.