Tutorial 11 - EN - Recurring invoices with Dolibarr ERP CRM
Channel: Dolibarr ERP & CRM - Tutorials, Conferences...
Date: 19/01/2021

Use recurring invoices to pay frequently or to bill subscriptions in Dolibarr ERP CRM - English version

A Recurring Invoice is a bill or invoice that is sent to your customer or vendor in regular intervals of time. Dolibarr lets you easily create and configure recurring invoices. Note that you must enable the "Scheduled task" module of Dolibarr in order for the smooth and automatic working of Recurring invoices.

You can create a recurring invoice from an existing contract that you want to bill for. Choose the frequency of recurrence in either days, months, or years. You can configure recurring invoices to be in the draft status or to be in the validated status by choosing the appropriate option. If you choose "draft status", you will need to issue the invoices manually by validating them after they are generated by the system.

There are useful fields that provide information about the status of each invoice generated from a recurring invoice. The "Number of invoice generation already done" field gives the number of recurring invoices that have already been generated and issued from the recurring invoice. The "Date of latest generation" gives the date when the latest invoice was generated and issued from the recurring invoice.

Disable a recurring invoice if you want to stop generating additional invoices from the recurring invoice.

Introduction: (0:00)
Prerequisites: (0:14)
Creating a Recurring Invoice: (0:46)
Recurring Invoices - Module Features: (4:28)
Adding Custom Fields: (6:27)
Conclusion: (6:45)

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