Recurring Invoice Questions

  • Resolved Marc G

    (@nuevavidatv28)


    1 year, 11 months ago

    with recurring invoices does the INITIAL invoice have to be created OR can we create a “new” recurring invoice and date for the future?

    and then..

    How do we see and verify that the future recurring invoice was created? It does not show in the invoices

    The page I need help with: [log in to see the link]

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Support brandonco

    (@brandonco)

    Hi @nuevavidatv28,

    Recurring Invoices provides a way for you to generate new invoices on a schedule. When you create a Recurring Payment a entirely new invoice is created.

    Your settings?will generate a copy of the?invoice on a schedule, alleviating the need to login and?use the existing duplication feature. Generated invoices keep a relationship of the master for easy tracking.

    I hope this helps

    Thread Starter Marc G

    (@nuevavidatv28)

    ok but how can we VERIFY the recurring invoices are scheduled? There should be a way to assure it – otherwise, we have no idea UNTIL. which If I have to do that then there is no reason for the automation – right?

    Plugin Support brandonco

    (@brandonco)

    Hi @nuevavidatv28 ,

    Thank you for reaching out to support! You should be able to see all recurring invoices by going to the WordPress admin and clicking on Invoices and from the Invoices screen you should see a checkmark across the top that says Show Recurring. This will filter the view to only show the Recurring Invoices.

    I hope this helps!

    Plugin Contributor Elana Davis

    (@elanasparkle)

    Hello @nuevavidatv28,

    ?Thank you for reaching out to support! Per our support policies I’m going to mark this as resolved. Don’t hesitate to create another support request if yo are still having issues.

Viewing 4 replies - 1 through 4 (of 4 total)
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