Add billing periods to invoices

A billing period defines the timeframe for which charges apply to an invoice. It helps indicate when a service was provided or a product was billed, ensuring accuracy in financial records.

To adding billing periods to invoices from Contracts:

1. Go to Accounts Receivable > Contracts.

   
2. Locate the contract you want to edit and click three dots (...) on the final row.

3. Select Edit Contract from the dropdown menu.

   
4. Go to the Invoicing tab.

5. Select the Edit icon.

   
6. Modify the start and end dates for the billing period as needed.

   

   Note:

   • If an invoice is generated from a contract, its billing period must be edited in the contract.

   • A one-day billing period will not be displayed on the invoice PDF.

7. Click the Confirm contract to save changes.

   

To Add Billing Periods to Standalone Invoices:

1. Select + Add Invoice or open an existing invoice.

2. In the invoice settings, locate the section to set revenue recognition dates.

3. Define the start and end dates for the billing period.

4. After setting the billing period, save the invoice to apply changes.