Settings
Navigate to Settings Menu -> Settings -> Cron Job
Create new invoice from the main recurring invoice only if the main invoice is with status paid?
If this field is set to No the recurring invoice is not with status paid the new invoice wont be created
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Automatically send the renewed invoice to the client
Send after the invoice is renewed send the invoice to the client. Also the PDF will be attached
NOTE: The customers contacts needs to have permission for Invoices to receive the email.
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Create recuring invoice
When you add/edit invoice you have an option to set this invoice to be recurring.
That means that the invoice will be re-created automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months or select custom to fit for your needs.
How the recurring days are calculated?
The date when the invoice needs to be re-created(renewed) is calculated from the invoice date.
The dates in the examples are shown in Y-m-d format.
Example 1:
- Invoice date is XXXX-08-17
- Recurring is every 1 month
- The invoice will be re-created (renewed) on XXXX-09-17
Example 2:
- Invoice date is XXXX-03-01
- Recurring is every month
- The invoice will be re-created (renewed) on XXXX-04-01
When the invoices from this invoice will be generated you will have overview which invoices are generated from this invoice. See image below.
NOTES:
- You need to have setup cron job for this feature.
- The invoices will be created at specific hour based Hour of day to perform automatic operations value that is set in Setup->Settings->Cron Job->Invoices