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Recurring invoice and automatic emailing
I need to setup automatic email delivery for a recurring invoice. The initial invoice was emailed but for some reason the re-occurring hasn't been. Since the current open invoice is in the past whenever I click the automatically email box it says you can't because the date is in the past. If I change the date it would change the invoice date which is in-correct. How can I update the next re-occurring invoice to make sure that it sends. It seems to be that if you setup a re-occurring invoice and do not click the automatic email box once the sequence has started you can't get it to email again. I do not want to stop the re-occurring manually add a new one for the future, send that one and re-setup the re-occurring with automatic email. This seems like a tedious way to fix something which should be simple. Can you suggest an alternative?
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Inappropriate?Hi Anthony,
Thanks for bringing this to our attention. We'll look into it today -- it sounds like there is an issue with the 'automatic emailing' of an invoice not being correctly set on the new invoice which is generated as part of the recurring process.
We don't allow you to set the 'email automatically on the invoice date' setting for an invoice dated in the past, simply because it will never be sent.
The workaround until we get to the bottom of this (which we'll do very soon) is to manually stop the recurring and set it up again on a new invoice.
EMPLOYEE
