The Service Date field allows you to apply a Service Date to an Income or Expense Invoice or Credit Note, to dictate which budget period it should be applied to. This feature is only available to be used for budgets by area, not budgets by tenancy.
If you do not enter a value into the Service Date field, then an Invoice will follow existing logic whereby an Income Invoice will fall into a budget based on Due Date and an Expense Invoice and Credit Note will fall into a budget based on Issue Date.
Service Date settings are found under Manage Companies, within the Company Settings Invoicing Section:
Service Date is defaulted to ON and can be switched to OFF for any Company. Applying a Service Date to an Income or Expense Invoice or Credit Note allows the user to choose a date for the invoice or credit note to be allocated in the budget. If Service Date is set to ON (default) at a Company level, then the Service Date field will show on all Income & Expense Invoices, Credit Notes and associated budget screens & reports.
If the Service Date is set to OFF at a Company level, then the Service Date will not show on Income & Expense Invoices or Credit Notes.
Note that Service Date cannot be applied to Repeating Invoices.
Example Income Invoice showing Service Date: