have a, select all, option for setting reocurring invoices.
Our Studio bills for a month at a time, and going
into all of my invoice that have already been created to check off the make recurring invoice option, and then going to the reoccurring billing page to set the date correctly (if the original invoice date is not when I want it to reoccur in future) is a pain. I was hoping there was an option to select all, set the date to reoccur, and then save. Perhaps something to consider.
Anonymous
shared this idea
We already have a select all when creating an invoice and then saving as a recurring. The date can also be changed by changing the invoice date on the top right. This will then change your date options below in the recurring. We will be closing this suggestion to free up the votes. However, if you have a different meaning then you can put in a new suggestion with better details on what it is you actually are wanting to see or do.
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Matt Bethe commented
Make Studio Helper's invoice creation as robust and user friendly as Music Teacher Helper's. SH's is unintuitive and confusing. MTH's is excellent!
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Anonymous
commented
This would be great we would also like to specify the date that that we want it to occur we do invoices once a term for our school students so would like this to happen on the dates we soecify!
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Jonathan
commented
This is what happens when a student registers.
- We create an invoice with registration fee component and the normal lesson package
- Payment received
- We create another invoice with only the normal lesson package, this will be saved as a recurring invoice -
When you say you'll have to check through all students every month is this because your students register several months before their classes start, and you want to get everything setup in the system when they register, rather than when the class begins?
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Jonathan
commented
With regards to the 2nd point you mentioned about creating a recurring invoice w/o actually creating an invoice instance.
In essence, yes. -
Jonathan
commented
If we wait till September for example, to create the recurring invoice, then there will be too many recurring invoices to track. How will will be able to know if we've created the recurring invoice for a particular student?
Using your suggestion, we would have to check through all the students every month, to check who needs to have the recurring invoice created.
That's just too much work. -
I can see what you're saying. This problem only occurs when you're creating an invoice with a start date in the future. We assumed that most people would be creating invoices in real time, using today as the Start date (or maybe a day or two in the past). In this case, the invoice is created, and the invoicing schedule is also created. The next invoice will then be automatically be generated one month (or whatever period you chose) after the start date.
My question is, if today is June, why do you want to create an invoice for September now? Wouldn't you like to wait until September to have the invoice appear? Then why not simply wait until September to create the invoice and its recurring schedule?
It sounds like what you're wanting is to make an option to create a recurring invoice schedule without actually creating an invoice. This way, you could setup your studio to automatically create invoices in the future, without having to remember to do so, later. Is that right?
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Ah, ok. I understand now. Thanks for clarifying.
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Jonathan
commented
When you open up the recurring invoice that was created.
The Due After Days field is defaulted to 7 days, which is incorrect. It should be set to x number of days depending on the value of the Due Date that was set in the original invoice.
