> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How-to guides

This guide walks through setting up an organization-wide rule for the invoice date, and through manually overriding the date on an individual invoice.

## How to configure invoice date

1. Navigate to **Settings**, then **Contracts and Invoices**, then **Invoice Date Configuration**.
2. Click **Edit**, then toggle **Invoice Date Configuration** on.
3. Under **With Reference to**, select the reference date to calculate from: **Bill For Date**, **Service Period Start Date**, or **Invoice Generation Date**.
4. To shift the invoice date away from the reference date, toggle **Offset** on. Enter the **No. of Months** and select **Before Reference Date** or **After Reference Date**.
5. Under the day-of-month setting, choose **Same Day as of Reference Date** or **Last Day of That Month**.
6. Review the live example shown at the bottom of the page to confirm the configuration produces the expected date.
7. Click **Save**.

### Reference examples

* **Bill For Date**: a monthly contract has a billing cycle date of the 1st. With an offset of +1 month and Last Day of That Month, a March 1 Bill For Date produces an invoice date of April 30.
* **Invoice Generation Date**: if invoices are generated on the last day of the service month (e.g., March 31), and the offset is 0, the invoice date is March 31.
* **Service Period Start Date**: a service period runs February 1 to 28. With Service Period Start Date, offset 0, and Last Day of That Month, the invoice date becomes February 28 (or February 29 in a leap year).
  <Info>
    **Note:** This configuration applies at the organization level; every invoice for every customer follows the same rule. To use a different date for a specific customer or contract, edit that invoice manually (see below).
  </Info>

## How to manually edit an invoice's date

Manual edits are only available while an invoice is in **DRAFT** status. Any other status will be rejected.

1. Navigate to **Invoices** in the left sidebar and open the invoice.
2. In the invoice header, click the pencil icon next to **Invoice Date**.
3. In the **Edit Invoice Date** modal, set the date by:
   * typing it directly,
   * choosing a quick-select option like **Today** or **Start of Month**, or
   * picking a date on the calendar.
4. Click **Save**. The invoice document refreshes automatically.