Use the sync date as the invoice date instead of the order date

A Xero invoice normally carries the date the customer placed the order, so a sale shows up in the month it actually happened. That's the default, and it's what most stores want. This setting changes it to the date the order reaches Xero instead.

Read this first

It changes which month a sale counts in. An order placed on 31 January but synced on 1 February counts as a February sale, not a January one, so your monthly totals will move and so will any tax return based on them.

Most stores should leave this off. The usual reason to turn it on is that you've already closed off last month in Xero and you need new orders to land in the current month instead. It's worth a quick word with whoever does your books before you change it.

How to turn it on

1. Go to Setup - Advanced.
2. Find Use Xero posting date as invoice date.
3. Click Turn on.

Invoices posted this way don't carry a separate due date, and invoices already in Xero keep the dates they have.

Not sure whether this is right for you? Email us at help@hyvelabs.co and we'll talk it through.