We make it simple for you to manually adjust invoice creation and due dates, giving you the flexibility to align billing cycles with your clients' specific agreements, internal accounting procedures, or seasonal workflows. Our intuitive tools put you in full control of your invoicing timeline— no complex setup required.
Default vs. Custom Dates #
By default, when you generate a new invoice in MediaOS, the Create Date is automatically set to the current date, and the Due Date is determined based on your preset invoicing terms. However, there are times when you may want to adjust these dates—such as for pre-billing, backdating, or aligning with a custom payment schedule. MediaOS makes it easy to override these defaults when generating invoices from the Billable Line Items page.
How to Customize Invoice Dates #
To begin, navigate to Accounting using the left-hand navigation menu. At the top of the screen, click the Billable Line Items tab.
Select the line items you wish to invoice by using the toggles next to each record.
Once your selections are made, look to the area just left of the Invoice Selected Items button. Here, you'll find fields to input a custom Create Date and custom Due Date. Enter the dates that align with your billing needs.
After entering the new dates, click Invoice Selected Items to generate the invoice. Your custom dates will now be reflected on the final invoice record.
Tip: Customizing invoice dates is particularly useful for future-dated billing cycles or invoicing tied to a specific campaign start date.
