Setting up automated subscription/invoices

Daniel Near dan.e.near at gmail.com
Sun Feb 19 12:11:31 EST 2017


I'm new to gnucash and took over the role of bookkeeper for a makerspace.
I've figured out how to create users as customers, create invoices and
apply payments towards them.  But I'm not entirely sure the best way to
handle monthly subscriptions in the real world for accounting.  Our main
operational role is for each member to pay a monthly membership fee.  When
I started and needed to input the past year's payments, I created one
invoice for the membership level at quantity 12, and manually applied
payments towards it (modifying the payment amount to the actual monthly
amount, since gnucash automatically tries to pay-in-full against the
invoice)  Is there a simpler way to make this more fluid - both in set up
and in reporting (I'd like to be able to budget forward each month, showing
expected income).  I tried creating a single month's invoice and then
scheduling that to occur monthly, but it doesn't work as intended.. The
first month's payment completes the invoice and there's nothing to apply
the second payment against. it would be nice if when I go to apply a
payment, it automatically comes up with the right monthly amount and an
invoice to pay it against. I'd greatly appreciate any pointers of sites I
can dig through (Tried Youtube and Google.. most seem to refer back to
other bookeeping applications)

-- 
Daniel Near
dan.e.near at gmail.com


More information about the gnucash-user mailing list