Can I use custom fields on the invoice header to track and communicate service periods?

Yes, we support the use of custom fields on the invoice header to track the service period. It should be noted that when using this method to track the service period, if there are multiple line items on the invoice they will all receive the same service period.

Our system looks for the presence of two custom fields on the invoice header. Both fields must be populated with a valid date format that we support. We recommend the ISO 8601 date standard which is YYYY-MM-DD. However, we do and can support other formats as long as they are consistent, they include year, month and day, and they are of one of the following patterns:

• YYYY MM DD (recommended)

• MM DD YYYY

• MMM DD YYYY

• MMMM DD YYYY

• DD MMMM YYYY

• Any of the above formats where they are separated by either - , / or space. For example, all of these would be acceptable: YYYY-MM-DD, YYYY/MM/DD, YYYY MM DD, or YYYY,MM,DD

Finally, we are flexible in the names of the two custom fields that we support. We recommend Service Period Start and Service Period End for the field names. However, we support variants of these names. Should you already have fields created with differing names feel free to contact us and we will gladly let you know if they are support or if we can add support for them.