[GNC] Scheduled Invoices

[Adrien Monteleone]

No, there are only 2 ways to generate invoices:

1. Manually, either by keying them in by hand, or using the Duplicate 
button with one already open.

2. Importing a CSV.

If you have more than just a handful to repeat, I'd opt for the CSV 
route. If the data is always the same, you could craft your spreadsheet 
to grab an effective date and populate the sheet with it, then the rest 
just stays the same. Export to CSV, then import to GnuCash. (you could 
also script the date change to the CSV and skip a spreadsheet app entirely)

I'm not sure if this is already formally filed as an enhancement on 
bugs.gnucash.org. Of course, I can't speak for when or if it will be 
implemented.

As for payments, you can either set those up as an SX (Scheduled 
Transaction) and then make them official upon review, or import, or just 
do the payments manually. Which route you take would depend on your 
workflow and your outside payment system. (if any) You'd then still have 
to individually 'Assign as Payment' to link them to the proper 
invoice(s). (no automated way to do that as far as I am aware)

Finally, it is usually best not to make direct transactions in either 
AR/AP. You can, but the 'Business Features' (functions and reports) will 
never be cognizant of them. Best practice would be to create 'Other 
AR/AP' accounts as child accounts for any needed manual entries. Leave 
the default accounts for use by the Business Features only.

Regards,
Adrien

On 2/23/22 5:09 PM, Vance Turnewitsch via gnucash-user wrote:
> Hello,
> Is it possible to use the scheduled actions to generate invoices automatically? I use GnuCash for a small school and had hoped to use the actions feature to automatically generate monthly tuition statements for families.
> 
> I can automatically create accounts receivable entries, but they don't show up as invoices.