Lesson 3: Printing the invoice as Final

Enter the invoice date and invoice number.

Ajera automatically enters the accounting date for you, using either the invoice date or the billing cutoff date.

The date it uses depends on the option you selected in the Company > Preferences > Billing tab > Invoice Accounting Date field.

For example, you may need to reissue an invoice printed as Final in a prior period. Because you already produced financial statements for that period, you want the accounting entries posted to the current period.

If you do, Ajera changes the numbering for subsequent invoices that you print.

It does so by changing the last invoice number on the Company Preferences, Project Command Center, or Client window.

The window it uses depends on how you chose to number invoices in Company > Preferences > Billing tab > Auto Assign Invoice Numbers By field.

For example, you can reissue the invoice when you need to make adjustments or changes to the invoice before you resend it to the client. You just change the invoice status from Final to Reissue or Draft, depending on what you want to do.

With active projects, Ajera automatically creates a draft invoice. In this way, the billing process for the project continues without interruption.

If you change a final invoice to a status of Reissue or Draft, make sure that you do the same for any other final invoices for the project that were created after the date of that invoice. This ensures that your changes are carried forward to those subsequent invoices.