This utility will change tax dates on invoices for the given date range, for customers with a specified tag.

Only use this utility if this is what you require.

Always make a backup before making any drastic changes such as this, and consult with Transactor Support for advice.



Find this utility in Tools menu > Utilities.



Use this utility if, for example, you tend to book out work during the month, but you need to show a particular tax date on all individual invoices at the end of the month.


Before using this utility, ensure you have tagged the customers that this will apply to.





Enter the date range of the invoice tax dates you wish to change.


Select the customer tag for which this change will apply. Only customers with the given tag will be affected.


Enter the date that you wish to change the tax date to.





For example, consider you have the following invoices:


Customer A

   INV10101  dated 10/01/2023

   INV10292  dated 25/01/2023


Customer B, tagged with "TEST" customer tag

   INV12101  dated 11/01/2023

   INV13292  dated 18/01/2023


Customer C, tagged with "TEST" customer tag

   INV12444  dated 21/01/2023

   INV14388  dated 26/01/2023



If you run this utility for date range 18/01/2023 to 30/01/2023, for customers tagged "TEST", change to 31/01/2023, you will get these results:


Customer A

   INV10101  dated 10/01/2023

   INV10292  dated 25/01/2023


Customer B, tagged with "TEST" customer tag

   INV12101  dated 11/01/2023

   INV13292  dated 31/01/2023


Customer C, tagged with "TEST" customer tag

   INV12444  dated 31/01/2023

   INV14388  dated 31/01/2023