Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
Mandy Roberts
shared this idea
Hi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
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Vishnu Vijayan
commented
This enhancement would provide users with greater control over recurring billing and eliminate the risk of generating invoices that are not intended to be issued.
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Hayley Micheluzzi
commented
Currently, a repeating invoice can only be cancelled on or after the next scheduled invoice date. As a result, the next invoice is automatically generated even when it is no longer required.
It would be beneficial to allow users to cancel a repeating invoice before the next scheduled invoice date. This would prevent unnecessary invoices from being created, reduce manual adjustments or deletions, and improve efficiency when customer arrangements change prior to the next billing cycle.
This enhancement would provide users with greater control over recurring billing and eliminate the risk of generating invoices that are not intended to be issued.