Troubleshooting Incorrect Billing Period End Date or Invoice Date

Issue:

An incorrect end date or invoice date was used when creating a billing period. You need this to be corrected to avoid including dates beyond the intended billing period.

Solution:

1. Delete draft invoices

Before you can edit the billing period, you must first delete any draft invoices within that period.

2. Edit the billing period

Once the draft invoices are deleted, locate the billing period and click the Edit button from the dropdown menu next to the billing period.

3. Update dates

Adjust the End Date and/or Invoice Date as required.