How do I set up a recurring (monthly) invoice?
Create an invoice template and a schedule (monthly on the 1st, for example); the system issues the invoice by itself on those days. Only one invoice can be made per period, even if the system runs more than once.
Updated:
Setting up a recurring invoice
- In the Invoicing module, create a recurring invoice.
- Enter the buyer, the lines and the VAT.
- Choose the start date and frequency.
- Switch it on; issued invoices appear among the invoices.
Month-end dates
Dates always follow the start date: an invoice starting on the 31st goes out on 28 February and on 31 March again, rather than drifting to the 28th for good.
Which module?
Module: Invoicing (€7.90 / month).
Questions
If I edit the template, are past months issued again?
No: editing the template does not reset the schedule's position.