What’s Changed?
Previously, several billing actions happened at the same time when an invoice was sent or marked as sent. This could sometimes lead to inconsistencies if something changed during processing.
With the new flow, posting and sending are handled more intentionally and independently.
Old Flow (Before)
When an invoice was marked as sent or sent, the system would:
Regenerate the invoice and update aging
Apply late fees
Save AR balance history (if applicable)
Save account credit (if applicable)
Update invoice status to Unpaid or Paid
Send the invoice email
Update posted amount and post time
Because many of these steps happened together, it could occasionally result in timing or data issues.
New Flow (Now)
The process is now split into two clear actions:
1. Posting an Invoice
When an invoice is posted, the system will:
Apply late fees (if applicable)
Save AR balance history (if applicable)
Save account credit (if applicable)
Update the invoice status to Unpaid or Paid
Update posted amount and post time
Posting ensures all financial data is finalized and accurate.
2. Sending an Invoice Email
When an invoice email is sent, the system will:
Send the invoice email only. No financial data is recalculated or changed during the email send step.
Why This Matters
This change:
Improves billing accuracy and consistency
Prevents unexpected data changes during email sends
Aligns invoice posting with industry best practices
Provides clearer invoice history and activity tracking
Reduces the risk of billing-related issues during releases
What You’ll Notice
Invoices are fully posted before emails are sent
Invoice history and activity logs are more reliable
Email delivery no longer impacts invoice calculations
No action is required on your end — this update improves how billing works behind the scenes.
Sent Date = Date & Time stamp when the invoice was EMAILED
Posted Date = Date & Time stamp when the invoice as posted
(If Post & Email was selected, there may be a small variation of seconds on the time stamp as the invoice posts first and then emails)
Legacy Posted Date = If you were previously using the post field, this column retains the original posted data prior to this update.
Activity Feed:
In addition to the Payment & Email activity feed within the invoice details, we have also introduced a Posting activity feed.
These details are located within the customer profile as well as the Invoice table under Billing
