Recurring Invoices

#1

I would like to automatically create invoices every month. But I can´t make it work in flectra.

We are selling a subscription model to customers (managed services). These are billed monthly. So I would like to create a contract in flectra, and create an invoice every last day of the month for that.

I would like to use the functionality showed in this video:

https://www.youtube.com/watch?v=U_roO2ruTpA (I couldn´t find a video for flectra, but should be the same).

I followed the steps in the video in my flectra 1.6 installation. But if I click on “create invoice”, no invoice is created and the recurring date is not updated as well.

Is this module working in flectra 1.6?

Or do I miss something, that needs to be configured?

Any help appreciated :slight_smile:

Best regards,
Simon

#2

Not an expert here as I am still new to Flectra and working out how to do things. But I suspect what you are looking for is not repeated invoicing but rather contracts.

Screenshot%20from%202019-07-13%2011-42-48
Screenshot from 2019-07-13 11-42-48.png1470×880 48.4 KB

You can see there you can set terms and whether they are repeated and at what schedule.

EDIT:

Oh and should have mentioned you get contracts by installing the Contracts Management addon.

Hope that helps.

#3

Hi,

thank you for your feedback.

Actually I tried exactly that. Using contracts to have recurring invoices. It just seems, that this is not working in flectra. If I click on “create invoices” nothing happens. So I thought to ask, if someone used this and it worked. And if I maybe need to change my config somehow.

Thanks for your help!