In certain situations, it may be required to back-date an invoice that is generated by TrakIT. This is now possible with certain settings on the company and user permissions.
To allow a user to back-date an invoice, the following must be set up:
1) Company Settings
Under Admin > Companies, edit the company information and set these two fields:
Back-dating: Set how many days an invoice can be back-dated.
Back-date Month Closing: Set the day of the month after which an invoice cannot be back-dated to the previous month.
2) User Permissions
Go to Admin > Role Management > Role Customization. Select the relevant role, expand the Finance section and then the Invoice section.
Switch on the permission for 'Allow Back-dating'
Only users with this permission (and SysAdmins) will be able to back-date invoices.
Back-dating the Invoice
Please note that back-dating invoices may result in non-sequential or mismatched order of invoice numbers.
For any questions or concerns, please contact TrakIT Support.