Elorus gives you the option of automating invoice publishing process, for transactions that take place in specific intervals. For example, you may be freelancing and the agreement you have with the client is to be paid a specific amount per month.
By setting up desired frequency conditions, your invoices will automatically be issues, and if you with, sent to that particular client.
Add recurring invoices
In order to create a recurring invoice, from the main menu select "...Μore -> Recurring invoices -> Add"
First of all we have to set the invoice schedule. Define the start date that the invoice will be issued for the first time. Then, the frequency of recurrence must be filled (field named "Every") and if you wish, the end date by which the automatic publishing of bills will stop.
Upon creating a recurring invoice, you may choose whether they will be issued upon creation or only saved in draft status. Selecting "marked created invoices as issued" enables you to automatically send them to your clients by choosing "Email created invoices to client".
Important note: For the email to be sent, there must be at least one email address on the client's contact by the time system tries to create and send the next invoice.
As shown in the image below, the rest of the fields are almost identical to those of a regular invoice.
If you have any active tracking categories for sales documents, you may add them here, in the related field, so that automatically generated invoices will be assigned the category.
Once you click Save, the automated invoice will be on. This means, that every 'x' days, a new invoice will be found in the "Invoices" menu and can be managed as any other record on the list.
Each time this happens, Elorus will display an in-app notification. If email notifications are enabled for your user, you will get one, too.
Please note that, at any point, you can edit the recurrence conditions, as well as the invoice details for future documents.
Converting an issued invoice into recurring
For your convenience, Elorus enables you to convert an existing invoice into a recurring one. From the document's view page, click on " ... (More) -> Create recurring invoice".
This will take you to the "Recurring invoice" scheduling page. Details will be pre-filled, based on the original invoice.
Manage recurring invoices
Edit recurring invoices
You may use the "Edit" button on each recurring invoice you wish to make changes on. This will immediately open all schedule and invoice detail fields for you to modify.
Note: Click "..More->History" if you wish to view the "add" information and history of changes of the recurring invoice.
Pause recurring invoices
In order to pause an automated invoice, you need to first visit "...More-> Recurring invoices" and open the desired one.
By clicking on the (active) "Status" button, the invoice creation will stop. However, the schedule will be available and you can re-activate the automation. Notice, that, as long as the recurring is paused, a dash will appear instead of the next execution date.
If you wish to pause or resume multiple records you may do so from the recurring invoices list and the "Actions" button, as shown in the picture below. On the same list, you can see each recurring invoice's status, whether it is active or paused.
Similarly, you can resume one or more of the "Paused" ones.
Delete a recurring invoice
You can stop an invoice from recurring altogether by selecting one (or more) records on the list and click "Actions-> Delete selected".
If you want to review the details, you may click the "Edit" button, review the details and deleted from the bottom part of the page.