![]() If you select any date outside this range, Billing displays an error message. You can overwrite it to a date that is > 1-Mar-22 but = 1-Mar-22.Īfter you select dates for all periods (or change them), Billing validates that the Ready for Invoice Date for a particular instalment is within the range of for that respective instalment. In the previous example, Ready for Invoice Date for the first instalment defaults to 1-Mar-22.If payment term is not available on the account, location, quote header, or cart line item, you cannot set the Ready for Invoice Date before the Period Start Date of the first instalment or after the Period End Date of the last instalment. Scenario 1: Payment Term is not Available Refer to the scenarios in this section.Ĭlick Finish to complete the billing plan creation. Select the Ready for Invoice Date for each installment. Period End Date of the last instalment = MAX ( Billing End Date of all lines on the billing plan). You can overwrite it with a different date, but it must be less than the default date and greater than the Period Start Date.Period Start Date of the first instalment = MIN ( Billing Start Date of all lines on the billing plan). You can overwrite it with a different date, but it must be greater the default date and less than the Period End Date.Intuit accepts no responsibility for the accuracy, legality, or content on these sites.Conga Billing populates Period Start Date and Period End Date by default, based on the following logic: Intuit does not endorse or approve these products and services, or the opinions of these corporations or organizations or individuals. We provide third-party links as a convenience and for informational purposes only. Readers should verify statements before relying on them. does not warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Accordingly, the information provided should not be relied upon as a substitute for independent research. does not have any responsibility for updating or revising any information presented herein. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Applicable laws may vary by state or locality. Additional information and exceptions may apply. ![]() This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business.
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