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Backdating Issue Date on Ad-hoc Invoices

July 5, 2021

We understand that charges can occur outside of a normal billing cycle and therefore provide the functionality for you to send ad-hoc or one-time invoices. Many customers utilize ad-hoc invoices to sell services or items on a non-recurring basis to their customer base. We are excited to announce that our Product Team has made some exciting developments to these types of invoices! You can now backdate ad-hoc invoices using both the UI and API.
This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://whatsnew.chargify.com/

If performing this in the UI, you go under Subscriptions > Invoices > Create an Invoice. There is a new input field for Issue Date in the top right of the ad-hoc invoice within the UI. The issue date will be set by default to the current date. In order to back date the issue date, you will use the date selector functionality by clicking into the Issue Date input field.

Alternatively, you can also backdate the issue date via the API with the "Create an Invoice Endpoint". If no issue date parameter is passed, then the issue date will default to the current date. If you desire to back date, you can simply pass an issue_date parameter of any date in the past.

The primary use case for backdating ad-hoc invoices is when you experience a delay in issuing an ad-hoc invoice but would still like for the invoice to be due at the same time it would have been had there been no delay. As an example, one-off usage is incurred but not charged until 7 days later and you want the due_date to reflect your standard net terms of 15 days. In this case, you could back date the ad-hoc invoice to the day the usage was incurred and set the due_date to Day 15.

For more information on backdating the issue date on ad-hoc invoices, see our documentation here>

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