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Future Recurring Invoices
I'm migrating recurring invoices from Freshbooks. The problem is that it seems that with Freeagent I can only add them "at the right time"... I.e. I want to add them all now and then let them be sent at the correct time with the correct invoice number for that time, Freeagent seems to want the invoice number to be the next one from now... If you see what I mean...
is there a way around this... until I resolve this I a Freshbooks account and a Freeagent account - i only want one.
is there a way around this... until I resolve this I a Freshbooks account and a Freeagent account - i only want one.
I’m frustrated
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Inappropriate?Hi Mark
Sorry to hear you're frustrated. In FreeAgent, you create the first future invoice as part of the recurring series and you do have to specify the invoice reference for this first invoice. Then, when the invoice is due to recur, a new one is created at that time with a reference generated at that time.
It sounds like this is almost right for you, but you'd like to be able to create a recurring invoice dated in the future without having to specify the reference at the time you create it. Is that right? -
Inappropriate?correct. I have about 30 recurring invoices to add... the current ones are no problem. It;s just future one. I want to shut down freshbooks... :)
I’m undecided
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Inappropriate?Hi Mark
We'll re-evaluate our existing method of handling recurring invoices to try and make it more flexible, but this isn't going to be something we can change that quickly.
In the mean time, you should be able to workaround this by creating the first instance of each recurring invoice on the day it should be sent. This way, the first invoice will have the correct reference and all subsequent ones will automatically be sent with the right reference at the time.
Would this work for you? -
Inappropriate?Yes this works. Pretty inconvenient though. Means I need to somehow export all recurring profiles from Freshbooks, import them into a calendar and get it to ping me when I need to send an invoice, then put it into Freeagent.
Which is how we'd have done it 5 years ago to be fair... :)
The invoicing in general needs to be improved a lot... But the rest makes up for it...
I’m undecided
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Inappropriate?Hi Mark,
Thanks for the feedback. I understand that this is rather inconvenient and we'll strive to improve this area in the future.
We're always trying to improve the app so we'd be really interested in your thoughts on how to improve invoicing as well? -
Inappropriate?Cool, thanks. Your support as always is great.
The main problems for me in the invoicing are the things that make Feshbooks almost a joy... It's the same feeling I get with your handling explaining transactions... :)
The three main things are:
1. Being able to just get in the recurring invoices and leave them to fire off.
2. Having a fixed email template that just goes when it needs to.
3. Knowing when a client has view the invoice.
Point 3 has enabled us to get paid on more than one occasion by difficult clients... ;)
Point 2 just saves so much time and fiddling about.
A few other things include populating email address with the default contact etc...
But those 3 are the biggies...
Hope this helps
Mark. -
Inappropriate?That's great feedback, thanks Mark.
1. We'll look into taking a more flexible approach here
2. This is a popular request and something we'll be adding in the future
3. Another popular request which we'll be looking at too
We don't have timescales for these right now I'm afraid but we'll try our best!
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