Sometimes system receives historical transactions. For example a transaction file received on Feb 2, 2020 may contain a transaction that happened on March 3, 2019. Such cases happen when a transaction is disputed. If it is set to 'Yes', then system will not invoice such transactions. If it is set as 'Not Set', then system will prompt user to decide on the spot when invoices are generated. Recommended setting is 'Not Set'. If it is set to 'No' then all transactions will be invoiced irrespective of the date it happened on.
This can also be useful during onboarding process. For example, if you start using software on Feb 2, 2020 and you already have your cards running in the market, then you may want to skip all transactions that happened before Feb 2, 2020. If you do not skip transactions happened before your start date, then invoices may have incorrect calculations.
Please note, we do not have any setting at software level to skip historical transactions for all because system will never recommend that to prevent monetary loss to primary customer.
The only way to not see historical transactions popup while generating invoices is by selecting this option for each customer on edit customer screen. But the drawback is that in future, if any historical transaction is supposed to be billed will be skipped for a customer. This is not recommended.
InvoiceStartDate in softset has no logic in this, the only logic it has to be setup as first date of transaction to be included in the invoice. For e.g. if you want to generate invoices today august 18 2025 (Monday), Invoice Start date should be Aug 11 2025 to include transactions from 11th and invoice date will be Aug 18 2025.