Set invoice date (workflow)

Use the Set invoice date workflow step to assign, copy, or clear one date on a payable when the step runs: invoice date, posting date, due date, or (when enabled) delivery date.

1. Add the node

Open Settings → Workflow for payables.
From the palette, add Set invoice date.
In the node panel set:
- Date to set: which field to change
- How to set it: assign, copy, or clear
- Custom date or expression when using assign custom

2. Date to set and modes

Date to set	Notes
Invoice date	Document date on the payable
Posting date / month	Follows tenant posting-month rules; blocked months still apply
Due date	Payment due date
Delivery date	Only when DATEV RW EXTF Leistungsdatum is enabled for the tenant. See Delivery date (Leistungsdatum).

How to set it	Behavior
Assign custom	Literal date or expression (see below)
When this step runs	Use “today” when the node executes
Use invoice date / Use due date / Use posting date / Use delivery date	Copy from another header field (snapshot before mutation)
Clear	Empty the chosen field (delivery clear only when delivery date is enabled)

Assign custom: service period expressions

Chip helpers insert:

Expression	Meaning
Service period from (min) (`${service_period.from_date}`)	Earliest line-item service accrual from date
Service period to (max) (`${service_period.to_date}`)	Latest line-item service accrual to date

Use these to set posting or invoice dates from the accrual window without typing dates by hand.

Tips and limitations

Accounts payable action node only (not AR).
Posting date respects blocked posting months and Twinfield lock-after-provisional when those policies apply.
Publish validation blocks Delivery date options unless the Leistungsdatum feature is on for the tenant.
Related: Workflow configuration and Delivery date (Leistungsdatum).

Quick reference

Task	Where
Add step	Settings → Workflow → Set invoice date
Choose field	Date to set
Choose behavior	How to set it
From service period	Assign custom → Service period from (min) / to (max)
Delivery date option	Requires DATEV RW Leistungsdatum feature