How to include the date of service in your invoices

Modified on Wed, 24 Apr at 9:16 AM

Invoices from billing programs are automatically generated based on the billing program schedule (each week, 2-weeks, monthly, ...). You still have the option to indicate in the invoice description for which period the invoice is for.

This can be done by inserting specific Tags on the invoice description. The list of available tags can be accessed by clicking on the + button on the right of the description field.

<CURRENT_INVOICE_DATE> is the date of the invoice. <CURRENT_INVOICE_DATE-1> is the day before the current invoice, <CURRENT_INVOICE_DATE+1> is the day after the current invoice.

<LAST_INVOICE_DATE> is the date of the previous invoice.

<NEXT_INVOICE_DATE> is the date of the next invoice.

It is also possible to use <CURRENT_INVOICE_DATE+2>, <CURRENT_INVOICE_DATE+3>, <CURRENT_INVOICE_DATE+4>, <CURRENT_INVOICE_DATE+5> for 2, 3, 4, 5 days after the date of the invoice, as well as <NEXT_INVOICE_DATE+1>, <NEXT_INVOICE_DATE+2>, <NEXT_INVOICE_DATE+3>, <NEXT_INVOICE_DATE+4>, <NEXT_INVOICE_DATE+5>.

For instance, assuming a billing program that runs twice a month on the 1st and 15th of the month, and the description is 'Service from <CURRENT_INVOICE_DATE> until <NEXT_INVOICE_DATE>'. In that case, for the invoice on May 1st, 2025, the description will show 'Service from May 1, 2025 until May 15, 2025'. For the invoice on May 15, 2025, the description will show 'Service from May 15, 2025 until June 1, 2025'. You can use this description if you charge parents for the upcoming period.

If the description is 'Service from <LAST_INVOICE_DATE+1> until <CURRENT_INVOICE_DATE>'. Then the invoice on May 1st, 2025 will have the description 'Service from Mar 16, 2025 until May 1, 2025'. You can use this description if you charge parents at the end of the period.

Using tags in the description is only available for charges in a billing program. It is not available for one-time charges (not part of a billing program).