Add An Agreed Payment Date To An Existing Invoice

This tutorial explains how to add an agreed payment date to an existing invoice in the Toddoo Organiser Portal. By recording this information, you ensure the payment commitment is tracked and visible in the Revenue area. You’ll access the Revenue section, locate the invoice, enter the agreed payment date, and save your changes. Make sure you have permission to edit revenue items before starting. Once complete, the agreed date will appear on the invoice and can be used for follow-up and collection management.

Estimated time: 5–10 minutes

Tip: Use the YYYY-MM-DD format for the date, and always double-check the client and invoice reference before editing.

Step-by-Step Quick Text Guide

1. Sign in to the Organiser Portal and open the main menu.

2. Select Revenue to open the Revenue view.

3. Search or filter to locate the invoice you want to update.

4. Open the invoice detail view and confirm it’s the correct one.

5. Locate the payment section containing the Agreed Payment Date field.

6. Enter the agreed payment date in YYYY-MM-DD format.

7. Save the change and confirm the new date appears in the Revenue view.

Common Mistakes & Fixes

Opened the wrong section → Use the Revenue area, not Events or Tasks.

Left the date field empty → Enter a valid date before saving.

Used the wrong date format → Enter the date as YYYY-MM-DD to prevent validation errors.

No edit rights → Ask an admin to grant permission to edit revenue items.

Edited the wrong invoice → Verify the customer name and reference before saving.

FAQ

Q: Where can I find the invoices?

A: In the Organiser Portal main menu, open the Revenue section.

Q: Which field is mandatory?

A: Agreed Payment Date is required when a payment commitment exists.

Q: Can I edit the date later?

A: Yes. Reopen the invoice detail view, change the date, and save again.

Q: What if the save fails?

A: Reopen the invoice, re-enter the date using the correct format, and save again.

Q: Who can set the agreed date?

A: Only users with edit permissions for revenue items in the Organiser Portal.