Forum Discussion

Thungo's avatar
Thungo
Contributing User
1 day ago

Customise invoice date

I am trying to set up the invoice date as the last day of each month (for examples 31/07,30/09/2026 etc.). Currently the date shown on MYOB invoice is the date on which the data is exported from the other platform (for examples 12/07, 05/09/2026).

Any ideas much appreciated.

Thank you.

Kim Ngo

3 Replies

  • Thungo's avatar
    Thungo
    Contributing User
    5 hours ago

    Hi Mike,

    The external system we are using is Visual care.

    Thank you.

    Kim

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    10 hours ago

    Hi Thungo​ , which external system are you using? Are there any settings in that system to keep the invoice date on exported data?

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    11 hours ago

    Hi Thungo,

    Thanks for explaining how the invoice dates are coming through from the other platform. In AccountRight, the invoice date comes from the Date field in the import file. To show month-end in MYOB, that field needs to contain the last day of the month before you import. Payment terms set when the invoice is due, not the invoice date. Please see this help page for detailed guidance: Import and export fields


    I hope this helps! 

    Regards,
    Earl