What this screen is for
Invoices set to repeat on a schedule: a rent, a subscription, an annual maintenance charge. Instead of the ordinary date and due date columns, each row shows the frequency, the date the schedule started, the date the next invoice falls due, and how many have been generated so far.
When to use it
Come here to see what is billing automatically and when the next run is due. Generate Pending Invoices raises every invoice owed by each schedule from its start date up to today, which is the way to catch up after a gap. Stopping a schedule ends only future runs — the invoices already raised stay exactly as they are, along with any money received against them.
What you see on this screen
This tab rearranges the list, because a schedule is not a document:
- Invoice # — the number of the template the schedule was built from. It is plain text here rather than a link.
- Customer — who is being billed on the schedule.
- Frequency — how often it repeats, with the number of invoices generated so far in brackets beside it.
- Started — in place of Date: the date the schedule began, and the date Generate Pending Invoices counts forward from.
- Next Invoice — in place of Due Date: when the next invoice falls due, or Completed where the schedule has run its course.
- Amount — the value of each invoice the schedule raises.
- Status — Live, Paused or Completed; see below.
- Actions — only two: view the invoices this schedule has generated, and cancel the schedule.
Filters and actions
Generate Pending Invoices appears in the header on this tab alone. It raises every invoice each schedule owes from its start date to today; the confirmation names how many schedules are due, and says that everything it creates arrives in Draft and that duplicates are skipped, so running it twice is safe.
The search box, the filter panel and the chips work as they do on the other tabs. The Bulk print controls remain available.
Status values
- Live — the schedule is running and will raise its next invoice on the date shown.
- Paused — suspended; no further invoices will be raised until it is resumed.
- Completed — the schedule has finished and has no next date.
On the other tabs a generated invoice carries an Auto badge, and its parent template shows as Recurring, Paused or Done.
Related
- Sales Invoices
- Receipt
- Customer Outstanding