MTS Advanced Invoice

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 3 years 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

Mien Trung Software (CRMPluginHub) Provider Affiliate
3 years 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

reply
Dinu1
3 years 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

reply
- Mien Trung Software (CRMPluginHub) Provider Affiliate
  3 years 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) Also, every invoiced created by recurring invoice the system will store into the standard invoice module. (See below image)
  
  Thanks, SuiteCRM Addon team
  
  reply
- Dinu1
  3 years ago
  
  Hi,
  
  Thank you for your response, and I am going to purchase the trial version to test the addon.
  
  Best Regards, Dinushan
  
  reply
- Mien Trung Software (CRMPluginHub) Provider Affiliate
  3 years ago
  
  Thank you
  
  reply
Dinu1
3 years 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

reply
- Mien Trung Software (CRMPluginHub) Provider Affiliate
  3 years 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
  
  reply
- Dinu1
  3 years ago
  
  Hi,
  
  Thank you for your prompt response.
  
  reply

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MTS Advanced Invoice

#3559 - Recurring invoice process based on Account category?

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