my students attend once/twice weekly and I’ve set up recurring sales invoices for them to match their attendance. When I go into the ‘recurring sales invoices’ create screen there are ticks that (in theory) I should be able to select - or not - but it doesn’t allow me to do so.
Would it be possible to make those ticks work so that I could create invoices only for the students that are present?
What “ticks” are you referring to? Can you illustrate with screen shots?
If you are referring to the checkboxes on the list that appears after you have clicked the notice that recurring sales invoices are available, all that would happen if an invoice were unchecked is that the invoice would be delayed. That day’s invoice would not be removed from the queue. The instruction to generate it would remain in the Settings tab.
The fist screen that you go into when you are wanting to invoice out a recurring sales invoice looks like this:
Ideally if you untick the ticks then you would not create that invoice… and it would ‘carry over’ to the next date. When I attempt to remove the tick I get a red circle and it doesn’t allow me to untick and therefore I either have to
A) go and ‘postdate’ the recurring sales invoice I don’t want to generate to the following week or
B) generate it and then create a credit note.
It does not allow me to ‘uncheck’ the invoice as you state in your reply.
Thank you for the clarification of what you are suggesting. I have moved this to the ideas category. The same concept could apply to any recurring transaction, so I edited the subject.
Personally, I think the best implementation would not be to carry over the invoice, but just to skip the one that was unchecked. (Sometimes, you might get into a situation where several recurring invoices are past their due dates and all appear. It would be nice to untick one and have other valid ones remain, but not to add the unchecked one to any future transaction.) But maybe we are saying the same thing in different ways.
Ahh, I myself had forgotten about this and have wanted this feature too, especially if as on some occasions I have manually created the invoice early for other reasons and I don’t need the recurring one. So I’ve just created it then deleted it…
But yes, some periods I don’t need all the recurring invoices, and so I suppose this could get unwieldy, does the user want to delay this invoice or delete it entirely? I personally would like the option, check the invoices to a) create, b) delete, or c) leave them so they appear next time I come back to them.
@novica, your previous topic was more about deferrals of a recurring setup, possibly for unknown periods. Both @d3mad and @Patch also mention more complicated options. This suggestion, as @Sabrina_Moya_Cuerden has now confirmed, is only about skipping the one(s) that you uncheck.
It seems most intuitive to let a user uncheck a specific invoice during the generation process and have it simply not be created in the current batch. (I always wondered why the checkboxes were even there, since they were nonfunctional.) Any other adjustment, such as date or interval modifications, suspension until some future date, and so forth, would require bouncing you to some other screen anyway. So just going into Settings seems the most obvious way to accomplish those.
I don’t think your English was poor at all, @novica. I was just pointing out that people had emphasized different aspects of this issue. Solutions could become complex and therefore more unlikely to happen. Or they could be kept simple and we might see a change sooner.