Release 2.1 - Recurrent Invoices. How to? (Page 1 of 2)

I will have a look at this asap.

/Joe

Hey Joe, Im setting up a 70 unit rental property company.
For each tenant I set a customer account
For each Unit/Apt I set up an inventory item as a charge / service
I didnot fix a price to the item.
I created a manual invoice for each customerw/ 1corresponding unit/apt item and set the price.
I marked each of the invoices as a template. (all rents are varied amounts)
I have one branch and one group and the group is hooked to that branch.

I go to the recurring invoice, and I would like to send the group their invoices.
Will each customer/unit invoice template be correct in the price column, because it appears that only one template can be assigned to the group.???
Perhaps I will need to do each customer and not the group?

I'm trying to set up recurrent invoices.  Can recurrent invoices be set up for differing amounts for each customer in a group?  Example - school fees are recurrent billings but not each invoice will be the same as some families have one child, other have 3 etc.

Thanks for reply.
Can't get it to work as system uses the same template for each customer in group.
So each customer in group ends up with same product / qty ... however can't see how to sell different product or diff qty of product to each customer in group.

This needs to be addressed in the core!

Hi

I have imported my customers.   (edit made here)

I have set up 2 Sales Order Quotations.

Sales Order Inquiry has the following sql

SELECT COUNT(DISTINCT sorder.order_no,
                    sorder.debtor_no,
                    sorder.branch_code,
                    sorder.customer_ref,
                    sorder.ord_date,
                    sorder.deliver_to) FROM 0_sales_orders as sorder, 0_sales_order_details as line, 0_debtors_master as debtor, 0_cust_branch as branch
          WHERE (sorder.order_no = line.order_no
            AND sorder.trans_type = line.trans_type
            AND sorder.trans_type = '32'
            AND sorder.debtor_no = debtor.debtor_no
            AND sorder.branch_code = branch.branch_code
            AND debtor.debtor_no = branch.debtor_no AND sorder.ord_date >= '2014-11-12' AND sorder.ord_date <= '2014-12-13' AND sorder.delivery_date >= '2014-12-12' AND line.qty_sent=0)

It is filtering on delivery_date and as this date can not be set as a filter no quotes are displayed.

Is there a fix for this?

Cheers

G

Can I suggest the test on delivery date is removed from the sql so the date selectors will work.

AND sorder.delivery_date >= '2014-12-12'

Cheers

G

OK.

Recurring invoices.  Breath deep, breath deep...

They are set up to generate regular invoices - and these can be every certain number of days - or every certain number of months.

The 'Last Created' date is the key one here - badly named probably - it should be 'first day of next period to be charged'.  It sets the date for the beginning of the 'period' being charged for.

When opening the recurring invoice page is opened FA looks through the recurring transactions - and looks at the Last Created date.  It then adds the number of months or days to the Last Created date.  If the current (today's date) is greater than what has been calculated then the system says - 'ha!  I have to create an invoice'.

An invoice is then created (by clicking the button) with the current (today's) date as the invoice date - the 'Recurrent invoice covers period' set to show the period  from the Last created date - it then adds the period months/days to the Last created date - and then outputs that date minus one day.

This is so that if you have 1st Feb - and it's a monthly transaction - the end date of the covered period is not 1st March - but 28th (or 29th possibly) of Feb.  The Last Created date gets reset to the Last date plus the period - i.e. 1st March - and this makes sense again because it is the first day of the next period to be charged.

OK - so pretty much FA is set up to always generate invoices in arrears. 

We need to charge in advance - and this is the only simple/easy way I've seen how to do this.

In create_recurrent_invoices.php there is a line which has:

$doc->Comments .= sprintf(_("Recurrent Invoice covers period %s - %s."), $from, add_days($to, -1));

In our install this is changed to:

$doc->Comments .= sprintf(_("\nRecurrent Invoice covers period from %s."), $to);

and this indicates that the period is being charged in advance.

I'm sure there must be a more comprehensive way to do this - but it may get messy as recurring invoices would need to be set up to indicate whether they are in arrears or in advance.  It may be a global setting might be the way forward.

BTW - there are two buggy looking bit I saw.

1.  If you fill in both days and months when setting up the recurrng transaction they will both be added to the Last date - all looks odd.

2. In the notes/wiki it says about setting days to -1 to get last day of previous month - I don't see this working at all.

HTH

I have tried the following to get advanced payments to work, and the system seems to accept it, but I would like to know if there are any unwanted implications:

I setup the recurrent invoice as normal, put 12 in the months field, but put -365 in the days field.  The system then offers to produce invoices for the future year.  However, I suspect the invoices would be dated on the day generated, which according to accounting principles, should be just fine.

Any suggestions?

Debug mode database warning:
error code : 1054
error message : Unknown column '0_loc_stock.reorder_level' in 'where clause'
sql that failed was : select stock_master.description, SUM(IF(stock_moves.stock_id IS NULL,0,stock_moves.qty)) AS QtyOnHand ,loc_stock.reorder_level FROM (stock_master, stock_category,loc_stock) LEFT JOIN stock_moves ON (stock_master.stock_id=stock_moves.stock_id) WHERE stock_master.category_id=stock_category.category_id AND stock_master.stock_id=loc_stock.stock_id AND (stock_master.mb_flag='B' OR stock_master.mb_flag='M') AND 0_loc_stock.reorder_level!=0 GROUP BY stock_master.category_id, stock_category.description, stock_master.stock_id, stock_master.description ORDER BY QtyOnHand DESC

got it work after empty comments table.