Thanks Summer Student for your reply,
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Do you need to set up an amount of times the invoice has to be recurred or you cannot predict how many times the invoice will be recurred and it solely depends on a client’s request?
No, I can’t predict how long a customer will stay with me for, If I currently have an invoice that is recurring every say 3 months and I select to view or create invoices for the next 12 months then I want this invoice to be duplicated 4 times. I will then just select the invoice once it get close to the due date and email it to my customer. It will help me calculate future income as well as reminding me to send out an invoice. I hope this makes sense.
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Regarding creating a new bunch of recurring invoices due to the next required date:
- Wouldn’t it be easier if a new invoice would be generated automatically once the current one is paid or overdue? So in the summary table you would see all generated invoices with a status ‘Recurring’ until you email them and the status would change for ‘Open’?
You would be also able to see all recurring invoices or to limit them by selecting a particular client as it works for all other kinds of status.
What you describe in the paragraph above would probably work for me also.
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