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Creating a Recurring Invoice That Gets Sent At a Future Date
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Creating a Recurring Invoice That Gets Sent At a Future Date
When you create a recurring invoice, that invoice becomes your Master Recurring invoice (highlighted in your list)
as well as the first invoice in your set. If you set the date on this master invoice to be the future,
the system will not create another invoice until the designated period elapses after the start date of the invoice.
At this time, the new invoice is created and sent out. However, if you do not send out your first master invoice,
it will not be automatically sent by the system. Example below:
- Current date is January 1st, 2004.
- An invoice is created that has a date of February 3rd, 2004, a recurrence pattern of Weekly and it ends after 52 occurrences.
- The invoice is saved and the master recurring invoice is created in a pending status.
- On February 3rd, nothing happens, since you already have your first invoice which is the master.
- On February 10th at approximately 1:00AM EST, a new recurring invoice is created and sent to my client.
(Assuming my preferences are set to auto-send recurring invoices).
- Every week after that a new invoice is created until 52 recurring invoices have been created.
So if you want the system to automatically deliver your first invoice in the future, you can create your master
with a date of one recurrence pattern (i.e. one week, two weeks, one month, etc.) before you want the first
invoice to be sent. Then click "Save" and as long as you never send your master invoice,
the right invoices will be delivered at the right time. This will work even with a invoice date in the past.
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