Scheduled Transactions

[R. Victor Klassen]

I’ve started using invoice import.  Depending on how good you are at coding, that may be the easiest.

You can also create the invoices in a spreadsheet (one item per line) and save as CVS (be careful which separator you use).

This is less tedious than the “duplicate invoice” method, and works if the invoices change every order (which they do for me).  I’m not sure whether you can do a bulk import of 75 at once - haven’t tried that.

On Mar 26, 2014, at 1:57 PM, Kris <ellsinore at gmail.com> wrote:

> Hi, Derek!
> 
> On 3/26/2014 12:53 PM, Derek Atkins wrote:
>> Hi,
>> 
>> On Wed, March 26, 2014 1:37 pm, Kris wrote:
>>> I have about 75 customers that I invoice on a monthly basis.  It would
>>> be much easier if I could just set these monthly invoices up as
>>> Scheduled Transactions, but, while the transactions/invoices do appear,
>>> they aren't linked to the customer and I can't edit them.  I also can't
>>> get rid of them, so I have hundreds of dollars of invoices for unknown
>>> customers.  :-D
>> 
>> OOPS, you duplicated your "posted invoice transactions" -- alas, these are
>> not actual invoices and due to the vagarities of the way Receivables are
>> implemented, you've created orphan transactions that are locked in place.
>> Alas, there is no recovery from this, short of going to a backup from
>> before you did it.
> 
> Ah HA!  BUT -- I did the test run on a "sandbox" file, so no worries there.  :-D
> 
>> Unfortunately there are no "Scheduled Invoices".
> 
> Drat.  :-)
> 
>>> Is there a way to do this?  Thanks!
>> 
>> I can think of a few ways.  One, you could use the "Duplicate Invoice"
>> functionality to actually duplicate and then post invoices for each
>> customer.  However doing 75 of these a month is probably going to get
>> tedious quite quickly.
> 
> This is what I have been doing so far, but you're right -- it gets tedious pretty quickly, and I'm always afraid I'm going to miss someone.
> 
>> Two, you could TRY to use the Invoice importer.  I've never actually tried
>> this myself so I don't know how well it will work.
> 
> I'll check that out -- thanks!
> 
>> Sorry to be the bearer of bad new.
> 
> No worries!  Thanks for the clues.  :-)
> 
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