You can schedule the validation date of a document for the future. This feature is available for the following documents:
Invoices |
Deposit invoices |
Credit notes |
States: produced, sent, read |
Reference and date
Legislation imposes the following rules on invoicing:
Documents have to be numbered in a continuous, unbroken chronological sequence.
A validated document can not have a date in the future.
To validate a document when it is entered, you should therefore :
Select a document date that is the same as or later than the date of the last validated invoice.
Do not select a date in the future.
If you need to generate a document with a date in the future, you can plan its validation. Specifically, you can determine the date on which your document will be validated.
Schedule a document
In the document editing screen, if the document date is in the future, you can't validate it immediately, but you can schedule its validation by clicking on the " SCHEDULE " button.
A dialog box appears, allowing you to edit the schedule date and choose whether your document should also be sent to your customer on validation:
Once the operation has been confirmed, the document takes on the status "Scheduled". It will be automatically validated on the chosen date.
Edit / delete a document schedule
From the editing screen for a scheduled document, you can change the document's schedule date or cancel the schedule.
To do this, simply click on the "SCHEDULE" button or on the pencil icon which appears next to the document date:
A window opens:
You can then edit the validation date and click on "EDIT".
Clicking on "Delete document schedule" changes the status of the document back to "Produced".