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Booking period and credit notes per relation

Shift the booking period for a supplier or reverse amounts for certain document types, such as credit notes.

On the Processing tab of a relation you set how invoices from that relation are booked.

  1. Go to Relations and open the relation.
  2. Open the Processing tab.
  3. Change the setting and click Save.

Shift booking period

Use Shift booking period to book invoices in a different period than the one of the invoice date. Enter -1 for the previous period or 1 for the next period. A period is a month or a quarter, depending on the company. Leave the field empty or at 0 to book in the period of the invoice date.

You only see Shift booking period when the company is linked to an accounting system, because Invoyz uses the periods from that system.

If you use Exact Online, check the Period-date check setting in Exact (Settings > Financial > Dates). When it is set to Mandatory, Exact always books in the period of the invoice date. Invoyz then does not book the invoice and shows a message. The Delivery tab of the company shows under Period-date check whether the check is Mandatory. Set the check in Exact to Optional or No to shift the booking period.

If you use Twinfield and the invoice date falls outside the chosen period, Twinfield raises a warning and the invoice is not booked. Tick Ignore warnings on the invoice and deliver it again. To do this for all invoices, switch on Ignore Twinfield warnings on the Delivery tab of the company.

Reverse amounts

Turn on Amounts: X -1 to multiply all amounts of this relation by -1. By default this applies to All document types. To use it only for certain documents, such as a Credit note, pick the document types in the list below it.

Switch Supplier & Customer

If supplier and customer are the wrong way round on this relation's invoices, tick Switch Supplier & Customer. The current supplier then becomes the customer and the other way round.

Don't copy document details

By default the export also uses details from the document, for example the address when the relation has none. If you use one relation for documents from different suppliers, such as receipts, tick Don't copy document details. The export then takes the name, Chamber of Commerce number, VAT number and address only from the relation. Empty fields of the relation stay empty, and the contact, phone and email from the document are left out.

Updated on 12 November 2026