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recurring invoice feature disappeared
Hi
Am I going mad or has the option to make an invoice recurring disappeared?
thanks
Emma
Am I going mad or has the option to make an invoice recurring disappeared?
thanks
Emma
I’m Confused!!!!
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Inappropriate?Emma,
We recently changed the way we handle recurring invoices - you now need to create a new Recurring Profile. The option is below invoices in the Work section of FreeAgent.
I’m hoping you're less confused now...
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Inappropriate?The recurring invoice section will not allow me to set up an invoice for the todays date, it has to be tomorrow or later. How can I set one up today - V.V. Important!!!! -
Inappropriate?This bugs the hell out of me too. Since the introduction of recurring profiles a couple of months ago, my workload has doubled because I have to create an invoice twice - one normal invoice and one recurring profile.
Can we either :
a) Bring back the 'This invoice recurs every...' option when creating an invoice, or
b) Allow recurring profiles to accept todays date.
Thanks
Lewis
I’m frustrated
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Inappropriate?Hi all
Sorry you're frustrated, we do have plans to allow recurring profiles to accept today's date so hopefully you won't have to wait too long.
I’m confident
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Inappropriate?Are you going to fix it today?!2 Comments
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This answers the question
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I'm afraid this won't be in tonight's software update, Oliver -
The current workaround is to create a normal invoice for today, then create a recurring profile for all future invoices.
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Inappropriate?I guessed as much. But as I cannot simply create a recurring invoice without assigning an invoice number I will have to wait until next month to add these recurring invoices (otherwise the invoices will appear out of number order)!
I've already waited a month because last month the 1st was a Saturday.
I’m frustrated
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Inappropriate?Oliver
You can create a recurring profile with or without specifying a reference. When the recurring profile generates the next invoice in the sequence, the reference is generated at that time, therefore keeping a your invoice sequences correct.
I’m happy
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EMPLOYEE
