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+--- Thread: [RESUELTO] - About recurring invoice (/showthread.php?tid=272)
[RESUELTO] - About recurring invoice - julioval - 05-04-2016
Good morning,
I need to learn all about recurring invoice of coreBos. I bought the manual but in it I only found few words about my question.
Where I can find what is the meaning of: "invoice status", "frequency", "start period", "end period" and "payment duration" and how work all these?
Thanks for your work.
RE: About recurring invoice - joebordes - 05-04-2016
See if this helps:
http://corebos.org/documentation/doku.php?id=en:recurringinvoice
RE: About recurring invoice - julioval - 05-04-2016
(05-04-2016, 01:21 PM)joebordes Wrote: See if this helps:
http://corebos.org/documentation/doku.php?id=en:recurringinvoice
Interesting.
Thanks Joe.
RE: About recurring invoice - julioval - 05-05-2016
Good morning Joe ,
I have read the information. Ok.
1.- But I still have one question because I don't understand what is the meaning of "duratior payment". What is the setting of this label? Other labels are very clear.
2.- And an other important question about recurring invoice is: The total amount of the SO is divided between invoices generated or each invoice shall be the total amount?
For example, I have one SO (with today date) with a total amount of 1000€ and I need to generate four invoices with a monthly frequency.
I think I must do this: "start period": the date of the SO, today; "end period": today plus four months; "payment duration": ?¿?¿?; "frequency": in this case monthly.
And I think that with all of this, I will get that the SO date will be 01/01/2000 and invoices dates will be on 01/02/2000, 01/03/2000, 01/04/2000 and 01/04/2000.
I don't know if I have explained well.
Can you help me?
Thank you.
RE: About recurring invoice - joebordes - 05-05-2016
1.- The documentation says: set "due date" for the generated Invoice to ( Generated date + payment duration ).
So if it was generated today, 2016-05-05, and it was set to "Net 30 days" the "due date" field of the invoice would be set to 2016-06-04=2016-05-05+30 days
2.- The SO is a template, the created invoices will be for the full amount, just as if you had manually clicked on the "Create Invoice" link and saved.
Not exactly. If you need four invoice, you set the start date to today, the end date to now+four months, you MANUALLY create the first one, and the other three will be created automatically.
RE: About recurring invoice - julioval - 05-05-2016
(05-05-2016, 11:47 AM)joebordes Wrote: 1.- The documentation says: set "due date" for the generated Invoice to ( Generated date + payment duration ).
So if it was generated today, 2016-05-05, and it was set to "Net 30 days" the "due date" field of the invoice would be set to 2016-06-04=2016-05-05+30 days
2.- The SO is a template, the created invoices will be for the full amount, just as if you had manually clicked on the "Create Invoice" link and saved.
Not exactly. If you need four invoice, you set the start date to today, the end date to now+four months, you MANUALLY create the first one, and the other three will be created automatically.
Thanks Joe.
I try and after I say to you.
RE: About recurring invoice - julioval - 05-09-2016
Hello Joe,
Then, if we sold 1000 euros and the buyer want to pay in three times (at 30 days, at 45 days and at 60 days invoice date) and each payment must be of 33% of total amount, how do we do this? Can I do this with workflows?
Thanks.
RE: About recurring invoice - joebordes - 05-09-2016
See if this video (in Spanish) helps:
https://www.youtube.com/watch?v=QazE4NkCtUI
it show how to use Create Entity workflow tasks to create Payment records to control each payment.
RE: About recurring invoice - julioval - 05-09-2016
(05-09-2016, 07:04 AM)joebordes Wrote: See if this video (in Spanish) helps:
https://www.youtube.com/watch?v=QazE4NkCtUI
it show how to use Create Entity workflow tasks to create Payment records to control each payment.
Perfect Joe,
The information that I was looking for.
Thanks.