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Invoice Date Default When Creating from Opportunity

  • September 9, 2025
  • 3 replies
  • 36 views
P
Freshman I

Hi everyone,

when I create an invoice directly from an opportunity, the invoice date is automatically set to the opportunity’s estimated close date. However, I would prefer it to default to the current date instead, while still allowing manual adjustments if needed.

Is there a way to configure this behavior?

 

Thanks in advance!


Best regards

Best answer by jhouser

Hi ​@pbavili I think that would require a relatively simple customization. Let me know if you'd like help finding a developer to do this. 

3 replies

jhouser
Captain II
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  • jhouser
  • Captain II
  • Answer
  • September 9, 2025

Hi ​@pbavili I think that would require a relatively simple customization. Let me know if you'd like help finding a developer to do this. 

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
Chris Hackett
P
Freshman I
  • pbavili
  • Author
  • Freshman I
  • September 9, 2025

Hi ​@jhouser , thanks for your response. Could you please help me with this?

Chris Hackett
jhouser
Captain II
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  • jhouser
  • Captain II
  • September 9, 2025

​@pbavili Just sent you a message. 

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
Chris Hackett
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