Creating an invoicing date everymonth

Cartorio_lexly_ · ‎May 12, 2022

I have a table with all customers to be invoiced. They are to be invoiced monthly on a set date. I have a data creation date as well as the day to be invoiced (i.e. every 25th of the month, the fields is only 25)

I want to create the following: from the creation date (for example may 10th), create the next date that is day 25 (therefore may 25th).

is there a formula to do this?

Thank you!

Vivid-Squid · ‎May 12, 2022

Hi @Cartorio_lexly.com
Is it always the 25th? Even if that falls on a weekend?

You should be able to do this in a formula by taking the Month and Year of Created Date, then smashing that together with 25 as the day. Probably a good idea to then turn that into a date format so you can use it later.

DATETIME_PARSE(CONCATENATE(DATETIME_FORMAT({Created Date}, 'M'), '/25/', DATETIME_FORMAT({Created Date}, 'Y')))

One thing to keep in mind, it the created date is the 26, it is not going to jump into the next month’s 25th. It could but that would be a little more work.