Issuing an invoice for the previous month

In the case of a monthly, automatic invoice numbering format (example format: number  / month / year; monthly numbering cycle – each new month, the system starts numbering invoices from 1), it is possible to issue an invoice for the previous month. This allows, for example, on the first day of February, to issue an invoice for January – with a January issue date and a January document number.

To issue an invoice for the previous month, follow these steps:

1. Go to Accounting >> Sales >> Draft invoices, select the preferred invoice draft, and choose the Edit option.

2. Then, edit the Issue date field.

Note! In fireTMS, when issuing invoices, the system always suggests the current issue date by default, so it must be manually changed 

After selecting a new date, the system will indicate when the last document from that month was issued. Due to the system’s default function of ensuring chronological invoice issuance, it will not allow selecting an earlier date than the one shown in the Issue date field of the previous document 

Once the appropriate date is selected in line with the chronology, after choosing the Issue option, the next number in the invoice numbering sequence for the previous month will be visible 

Note! If an invoice has already been issued for the wrong month and has been assigned a number, it is not possible to change the Issue date by using the Edit >> Edit and reissue the invoice option. To correctly change the document number, specific steps must be taken depending on whether it is the last issued invoice or if other invoices have been issued afterward. More information on editing invoices can be found in the article Editing a sales invoice.