The Service Date field on income invoices, expense invoices, and credit notes determines which budget period a transaction is allocated to. It is particularly important for area-based budgets and outgoings/service charge management.
How Service Date Works
When a Service Date is entered on an invoice or credit note, Re-Leased uses that date to determine which budget period the transaction belongs to — overriding the default date logic.
Without a Service Date, the defaults are:
Income invoices — allocated to a budget based on the Due Date.
Expense invoices and credit notes — allocated based on the Issue Date.
Note: Service Date cannot be applied to repeating invoices.
Managing Service Date Settings
Service Date settings are configured under Settings > Manage Companies > Invoicing.
ON (default) — the Service Date field appears on all income and expense invoices, credit notes, and related budget screens and reports.
OFF — the Service Date field is hidden and has no effect on invoices or credit notes.
Service Date on an Income Invoice
When Service Date is enabled, a date picker appears on the invoice entry screen. Select the date that reflects when the service was provided or the period it should be allocated to.
Outgoings are referred to as Budgeted Outgoings in Asia-Pacific, Service Charge in Europe, and Budget Outgoings or Operating Expenses in North America. For more information on regional terminology, see our Glossary of Regional Terminology.