What does "Invoice Date Cannot Be Less Than Deposit Date" pop up mean in Sales Processing when Invoicing a Job?
As of May 2025, a change was implemented to prevent discrepancies in the reconciliation process between the Customer Deposit As Of report and the General Ledger’s Customer Deposit Liability account, as well as other dating issues that caused system errors.
With this change, users are no longer able to Invoice a Job using a date that is earlier than the date of the most recent customer Deposit. To avoid issues with this requirement, it is recommended to establish a consistent process for invoicing jobs as they are completed.
When it is clear an Invoice will need processed with a date prior to dates that funds were received the transaction should be documented on the customer’s account using Post Customer Payments. Payments can be done at any time and sit until an invoice is ready, they are not required to be pre-Invoice as Deposits are.
Alternatively, to create an invoice with a date before the latest deposit, consider the following options:
- The Deposit date can be adjusted if appropriate and with proper authorization.
- An alternate Invoice date that is on or after the last Deposit date can be chosen.