# Set invoice date (workflow)

Assign, copy, or clear invoice, posting, due, or delivery date from a workflow step, including service-period expressions.

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.

**Who this is for:** Finance admins who want posting or due dates derived from the service period, or who copy one header date onto another before export.

## 1. Add the node

1. Open **Settings → Workflow** for payables.
2. From the palette, add **Set invoice date**.
3. 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)](https://help.cortena.ai/guides/invoices/delivery-date). |

| 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](https://help.cortena.ai/guides/workflows/workflow-configuration) and [Delivery date (Leistungsdatum)](https://help.cortena.ai/guides/invoices/delivery-date).

## 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 |