If a deal has already been stacked and changes are made later, you may need to backdate the tax date for accounting purposes.
Follow these steps:
Locate the Deal:
Use the search bar to find the deal by entering the vehicle registration and clicking View Deal,
ORNavigate to the deal via the Deals tab.
Open Additional Details:
Once you're viewing the deal, scroll to the bottom-left corner of the page.
Find the panel labeled Additional Details.
Edit the Tax Date:
In the Additional Details section, locate Invoice – [Edit] and click the Edit button.
You’ll now be able to update the Tax Date (top-left of the pop-up window) to the desired date.
Make sure you save any changes you make.
Confirm the Update:
The new tax date will be reflected on the invoice and within the document pack.
You may need to click View Updated Invoice to see the changes if you have already issued the invoice to the customer.