2. Community
  3. Feature Requests

Search

Scheduled invoicing Completed

HISHAM
Add ability to schedule invoices / make them recurring.

Comments

7 comments

  • Nadim
    This feature is planned for August 2021.
  • Test
    When this feature can be done?
  • Nadim
    pf: We're a bit behind on schedule, the team is finalizing it this week.
  • Nadim
    Recurring invoices are now available. When you create a recurring invoice, you set a schedule (e.g. every month) and choose whether you want to create the invoice as a draft for you to review and send later, or automatically send the invoice to the customer. You would also specify an email template to use for the invoice. Email templates feature is now available for invoices, credit notes and purchase orders, and supports placeholders.
  • Samer Bejjani
    Mo from Wafeq: Thanks Mo will be one of my favorite features, can't see how I can access it though. Can you please elaborate? Do it need to create a new invoice, or duplicate an old one? In both cases couldn't see the option to create a recurring invoice
  • Samer Bejjani
    Never mind, got it :) Another question: I send the emails myself, can we have the email template not mandatory and just let the schedule generate that invoice?
  • Nadim
    Samer: thanks for your comment. We have made the email template non required if you choose to create the invoice as draft.