by SuiteCRM Addon

The MTS Advanced Invoice add-on helps you craft professional invoices, automatically generate new invoices and recurring invoices, and send payment reminders.

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#3559 - Recurring invoice process based on Account category?

Closed General Question created by Dinu1 5 months ago

Hi Team,

I need to verify from this addon are we able to create recurring invoices based on account categories? Let me explain what we need;

We have a number of account categories, and based on each category, we have different line item values. Therefore, could you please confirm that, if we select one member category, will this addon create multiple automated invoices based on the selected category?

Please Advise

Thank you

Best Regards,
Dinushan

  1. nhat.thieu member avatar

    SuiteCRM Addon Provider Affiliate

    5 months ago

    Hello Dinushan,

    Thanks for your question, as your mention about Account category. It looks like custom features. Also, as you described. Our addon did not support this.

    Thanks
    SuiteCRM Addon team

  2. Dinu1 member avatar

    Dinu1

    5 months ago

    Hi,

    Thank you for your response. Is there any possibility to create recurring invoices based on the previous year's invoice in the Invoice section with the line items? Moreover, we will migrate our draft invoices to the XERO system. Therefore, we need those recurring invoices in the invoice section.

    Thank you

    Best Regards,
    Dinushan

    • nhat.thieu member avatar

      SuiteCRM Addon Provider Affiliate

      5 months ago

      Hello Dinushan,

      This add-on has supported converting standard invoice to recurring invoice. Therefore, you should go to the standard invoice detail view > Click on 'Create Recurring Invoice'. The system will be cloned information from standard invoice to recurring invoice and you can edit some information before created recurring invoice. (See image)
      Screen Shot 2021-04-14 at 07.32.38.png
      Also, every invoiced created by recurring invoice the system will store into the standard invoice module. (See below image)

      Screen Shot 2021-04-14 at 07.37.11.png

      Thanks,
      SuiteCRM Addon team

    • Dinu1 member avatar

      Dinu1

      5 months ago

      Hi,

      Thank you for your response, and I am going to purchase the trial version to test the addon.

      Best Regards,
      Dinushan

    • nhat.thieu member avatar

      SuiteCRM Addon Provider Affiliate

      5 months ago

      Thank you

  3. Dinu1 member avatar

    Dinu1

    5 months ago

    Hi,

    I am using the trial version, and I found that we are able to set up each invoice as a recurring invoice. However, is it possible to create multiple recurring invoices through the list view?

    Thank you

    Best Regards,
    Dinushan

    • nhat.thieu member avatar

      SuiteCRM Addon Provider Affiliate

      5 months ago

      Hello Dinushan,

      We do not support this feature because the user should fulfil more information in the recurring invoice so should create one by one to make sure

      Thanks,
      Dinushan

    • Dinu1 member avatar

      Dinu1

      5 months ago

      Hi,

      Thank you for your prompt response.

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