• Registered: 02/04/2008
  • Posts: 16

Topic: Recurring Invoices

Hi

I have a number of recurring invoices set up and they are for varying amounts.

Every time I process one it always generates for one amount .... $82.50.

I have checked the box in the sales orders for various invoices to be used as a TEMPLATE and I can only ever get an invoice for $82.50 even though that debtor/client may have been assigned a "template" for $150.

Not sure what I need to do so any help appreciated.

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Recurring Invoices

I cannot reproduce this. If the templates are for various amounts and are customer based, then it should be correct.

If you have saved the template to use a group of customers, then, of course, you get the same amount.

/Joe

  • Registered: 02/04/2008
  • Posts: 16

Re: Recurring Invoices

Hi Joe

What i did was initially create an invoice for a client say for $165

I then checked the box TMPL in the sales order enquiry screen for that customer

Then created a recurring invoice and selected the template number from the dropdown BUT did not add a GROUP just the customer.

It seems to be correct when I check everything but I just ran it and $82.50 (I have some recurring invoices for this amount) was on the invoice.

Any clues?

Thanks Joe

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Recurring Invoices

I have no clue. Please make some experiments on the Training Co, or if you have no Training Co, you can try on the demo site.

/Joe

  • Registered: 08/24/2012
  • Posts: 6

Re: Recurring Invoices

How do you review, your recurrent invoices that have been established.
I can't seem to locate them. I also checked the data base, and the recurring invoice table is empty.

  • From: Netherlands, Amsterdam
  • Registered: 03/06/2011
  • Posts: 111

Re: Recurring Invoices

I always used the recurring invoice option. Since the update to 2.3.12 this function is not working properly (in multiple administrations the same problem).

When using the predefined template, FA roll-forwards the debtor selection and delivery details. But no article code/quantity and text in the remarks field.

  • Registered: 02/04/2008
  • Posts: 16

Re: Recurring Invoices

erwin - Its interesting I am not the only one with the issue - I am on 2.3.11. Do you experience this EXACT same issue?

roller24 - you can review them under sales>>maintenance>>recurrent invoices

8 Reply by roller24 (edited by roller24 10/01/2012 07:30:34 pm)

  • Registered: 08/24/2012
  • Posts: 6

Re: Recurring Invoices

No, and they should have invoiced today.
I found them in the recurring templates link as they are listed there.
I thought that they were supposed to post automatically, but I had to post them to invoice by hand. I cannot put them in as a group, because they are all varied amounts, and if I am correct, the group invoices have to be the same amount.
This is very confusing, am I missing a step?

Create and print recurring invoices is always empty.
Template for Invoicing has a list of created recurrences.
Recurring invoices is empty with form for new recurrence.

I have no way to check, the settings on existing recurring invoices to determine if they are correct. I believe I had them set to post the last day of the month.

  • Registered: 08/24/2012
  • Posts: 6

Re: Recurring Invoices

Alright, I have used the form to establish the recurring invoices, which Is the step that I did prior to setting the templates, and now the invoices are displayed, Im still not sure if they will post, but I will report back if they do not.

So the steps being.
Create the original invoice
Mark the invoice as template
go to the form and establish the recurring event.

  • Registered: 02/04/2008
  • Posts: 16

Re: Recurring Invoices

Hi

Yes .. create the the original invoice
Yes ... check it off in Sales Order Inquiry
Yes ... create the recurring invoice

I dont use the groups either and as an example every monthly invoice for me works BUT it POSTS only one amount $82.50 NO MATTER WHAT template i have selected.

I have to void the transaction and then do it manually ....

Let me know how you go

Cheers