30,997
edits
Draft:Video Presentation (Dolibarr features) - Recurring invoices: Difference between revisions
Jump to navigation
Jump to search
m
Draft:Video Presentation (Dolibarr features) - Recurring invoices (view source)
Revision as of 21:26, 27 September 2020
, 6 years agono edit summary
mNo edit summary Tag: 2017 source edit |
mNo edit summary |
||
| Line 16: | Line 16: | ||
| | | | ||
|- | |- | ||
|Activate the module "Invoices" from menu Home - Setup - Modules | |Activate the module "Invoices" from menu Home - Setup - Modules. | ||
|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. | |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. | ||
|- | |- | ||
| Line 25: | Line 25: | ||
| | | | ||
|- | |- | ||
|For creating a recurring invoice, navigate to an existing invoice that is in the " | |You can create a recurring invoice in 2 way: manually or from an existing contract you want to bill. For example, to bill automatically a 1 year contract in 12 payments, one for each month. | ||
| | |||
|- | |||
|For creating a recurring invoice manually, navigate to an existing invoice that is in the "Draft" status, or create a draft invoice from scratch. You can watch our video "Invoices and payments in Dolibarr" for that. | |||
Once on the draft invoice, click on the "Convert Into Template Invoice" button. | |||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
|- | |- | ||
| Line 34: | Line 38: | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
|- | |- | ||
|The products and services along with pricing information are pre-filled from the main invoice. | |The products and services along with pricing information are pre-filled from the main invoice. You can modify the prices, quantity and lines at any time. This will apply to all next generated invoices. | ||
|Zoom in to show the products and services pre-filled. | |Zoom in to show the products and services pre-filled. | ||
|- | |- | ||
|Click on the "Create" button to finalise the recurring invoices. | |Click on the "Create" button to finalise the recurring invoices. | ||
|Click "Create" | |Click "Create" | ||
|- | |||
|You can also create an invoice from an existing contract. For example to bill monthly a 1 year contract. | |||
To create a recurring invoice from a contract, open the contract and click on Create invoice. | |||
| | |||
|- | |||
|This will generate a Draft invoice. In most cases, you defined your contract by including services with a frequency (for example monthly) that is your common frequency for invoicing. So, even if your contract was defined for 1 year, your invoice should be prefilled for 1 month. Modify the invoice lines to match the price for your billing frequency. | |||
| | |||
|- | |||
|Use the "Convert into template invoice" button to transform the invoice into a recurring invoice like into the "from scratch" process. When an recurring invoice has been generated from a contract, a link still exists between the recurring invoice and the contract. | |||
| | |||
|- | |- | ||
|'''Recurring Invoices - Module Features''' | |'''Recurring Invoices - Module Features''' | ||
| Line 49: | Line 63: | ||
|Demo the Disable and Enable buttons. | |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. | |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. Warning: To have the invoice generated automatically, you must be sure that the module "Scheduled task" of Dolibarr is enabled and working. | ||
|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. | |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". | |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. | |Show the buttons available under the detail view of a standard invoice. | ||
|- | |||
|If a recurring invoice is linked to a contract, a proposal or an order, the generated invoice will also be linked to the same object giving you a complete path of tracking your source or children objects. | |||
| | |||
|- | |- | ||
|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. | |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. | ||