If you’ve scheduled invoices in Rechargly but need to adjust the date before they’re finalised, you’ve got two options depending on the invoice status.
1.Invoice is in draft or scheduled status
You can change the invoice date directly from the Setup page:
Go to the Setup page in Rechargly
Update the Invoice Date field to your preferred date
The new date will apply to all draft or scheduled invoices when they’re created
Once the invoices are generated, you can reset the date to your normal billing cycle for future use.
2. Invoice has been created
You’ll need to void and recreate it:
Go to the Invoices page
Click Void next to the invoice
Use Send Now to recreate the invoice
Enter the correct (backdated) invoice date during this step
This ensures your records are accurate and clients receive the invoice with the correct billing date.