recurring invoice – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Wed, 14 Oct 2020 13:26:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Create Manual Invoice on Project with Recurrring Invoice https://zistemo.com/knowledge-base/content/create-manual-invoice-on-project-with-recurrring-invoice/ Tue, 01 Sep 2020 11:46:31 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=9209 If you want to create manual invoices for projects that are added to a recurring invoice, you need to go to Preferences/Invoices and Estimates and enable “Allow generate manual invoice for project included to recurring profile”:

If active, you can create now for projects that are added to a recurring invoice manual invoices. In the following two screenshots you will see the difference whether you enable this feature or not.

If not active, you can only click “show recurring invoice” – it is not possible to create a manual invoice for that projects:

 

If active, you can generate an invoice as if there isn’t any recurring invoice:

]]> Change Recurring Invoice Date https://zistemo.com/knowledge-base/content/change-recurring-invoice-date/ Wed, 14 Oct 2020 13:25:36 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=9328 As an admin/account owner you can change the next invoice date of an active recurring invoice. Just go to your recurring invoices and click on the right hand side dropdown “Change next invoice date”

Then, you can enter the new next invoice date for the invoice:

After you changed the invoice date, the next invoice will be sent on the date your entered. The period will stay the same and will continue as usual after the manual invoice date.

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