Draft:Video Presentation (Dolibarr features) - Recurring invoices

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Story board for Module Recurring Invoices:

Video Title: Recurring Invoices in Dolibarr

Voice Over Visuals in the Video
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Recurring Invoices in Dolibarr. Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)
Activate the module "Invoices" from menu Home - Setup - Modules. You must also enable the "Banks and Cash" module. Go on menu Home - Setup - Modules, scroll to Financial Modules and enable the Invoices module and show you can switch on/off the module. Enable also the "Banks and Cash" module.
Grant permission on the Invoices module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions" Show the module permissions and enable the permissions.
Creating a Recurring Invoice
For creating a recurring invoice, navigate to an existing invoice that is in the "Open" status and click on the "Convert Into Template Invoice" button. Perform the actions as in the voice over.
Provide a title for the invoice. Enter any public or private notes. The Payment terms and Payment type and Bank account are pre-filled from the main invoice. If the module "Project" is enabled, you will be able to choose a project. Perform the actions as in the voice over.
The "Recurrence" section has the key parameters for defining the recurring invoice. Enter the frequency of recurrence and choose the unit - either days, months or years. The frequency of recurrence defines the time period between invoices. Choose the date for generating the first invoice and enter the maximum number of invoices that are to be automatically generated. Based on these parameters, the system will automatically generate recurring invoices. Finally, choose whether the recurring invoices will be in the draft status or automatically in the validated status. If you choose "draft status", you will need to issue the invoices manually by validating them after they are generated by the system. If you choose "validated status", the recurring invoices will be automatically issued without waiting for your validation. Perform the actions as in the voice over.
The products and services along with pricing information are pre-filled from the main invoice. Zoom in to show the products and services pre-filled.
Click on the "Create" button to finalise the recurring invoices. Click "Create"
Recurring Invoices - Module Features
You can find two fields in the detail view of a recurring invoice that provides information about the status of the invoices generated from the recurring invoice. The "Number of invoice generation already done" field gives the number of recurring invoices that have already been generated and issued from the recurring invoice. The "Date of latest generation" gives the date when the latest invoice was generated and issued from the recurring invoice. Zoom in and show the two fields being discussed.
If you want to stop generating additional invoices from the recurring invoice, click on the "Disable" button. You can also "Enable" a disabled recurring invoice. Demo the Disable and Enable buttons.
If you want to manually issue invoices from a recurring invoice, use the "Create Invoice" button. Note that this is available only when the "Date for next invoice generation" is reached, and the button is disabled otherwise. Note that this step is also not required, because the system will automatically generate invoices from a recurring invoice. Show the "Create Invoice" button. Cut to show the "Create Invoice" button in disabled state for a recurring invoice whose "Date for next invoice generation" is not yet reached.
All other features of the "Invoices" module also apply to invoices issued from recurring invoices. For more information on those features, refer to the video about "Invoices and Payments". Show the buttons available under the detail view of a standard invoice.
There are plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add you own custom fields to your invoices and you will be able to export your database of invoices and payments. Show custom field generation and the invoice creation screen where it is available.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).