Closing Dates
Setting a closing date can be helpful for keeping track of financial progress. When you set a closing date in ChargeOver, invoices and transactions cannot be created or adjusted if they are dated on or before the set closing date. That way, financial statements and records before the closing date can be unchangeable for financial monitoring.
tip
Closing dates are a beta
feature. Interested in helping us test? Reach out us: support@ChargeOver.com
Set a Closing Date
Steps
- Go to your Settings, then
Accounting
- Select a date you would like to save as the closing date
- Click
Save
Closing Dates and Invoices
- Invoices cannot be created if they have an invoice date on or before a set closing date
- Invoices cannot be edited if they have an invoice date on or before a set closing date
- Invoices cannot be backdated to a date on or before a set closing date
- Invoices cannot be voided or unvoided if they have an invoice date on or before a set closing date
- Late fees cannot be added to an invoice if the invoice has a date on or before a set closing date
Closing Dates and Transactions
Setting a closing date will prevent transactions (payments, refunds, credits, and write-offs) from being modified
- Transactions cannot be created if they have a transaction date on or before a set closing date
- Transactions cannot be voided or unvoided if they have a transaction date on or before a set closing date
- Transactions cannot be marked declined if they have a transaction date on or before a set closing date
info
At this time, we don't sync closing dates to Xero or QuickBooks, from ChargeOver