The Opportunity Invoice Date toggle allows you to control which date is used when syncing invoices to QuickBooks. Instead of using the job’s Primary Service Date, you can configure SmartMoving to use a specific Opportunity Invoice Date.
Admin Setup
Go to Settings > Integrations > Integration Library > QuickBooks (or click here to go directly to the page).
Enable the Use Opportunity Invoice Date toggle.
Navigate to Settings > Accounting Settings.
Under Default Opportunity Invoice Date, choose one of the following options:
Current Date
Primary Job Date
Last Job Date
How It Works
When sending or resending an invoice, the date picker will display the default value (based on the admin setting).
Users can edit the date before sending.
The selected date is used as the invoice’s Transaction Date in QuickBooks if the toggle is enabled.
Time Zone and Audit Handling
All invoice dates reflect your company’s time zone.
Changes to invoice dates are tracked in the audit log, ensuring transparency for financial records.
Using the Opportunity Invoice Date toggle ensures more flexibility and alignment with billing practices for multi-job or delayed-invoicing scenarios.