Good morning, 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…

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 del…

I would find that useful too - sometimes I have to generate sales or purchases invoices and then delete the ones that I didn’t need or where delayed beyond the original deadline

I’m going to guess he means what appears above the “edit” box as when I first saw this in manager, I too thought that symbol was for check boxes and couldn’t work out why I couldn’t select them. Just a hunch [Screen Shot 2020-09-01 at 2.43.26 am]

The fist screen that you go into when you are wanting to invoice out a recurring sales invoice looks like this: [image] 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 do…

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 …

I think any unchecked ones should be left as they are and so keep appearing until the user goes into Settings and resets/changes the date of the recurring transaction or deletes it. Alternatively, there could be an option to reset/change/skip on the select screen itself

Hi Tut, as usual you have captured my query with so much more grace and elegance than I have!!! That was EXACTLY what I was clumsily attempting to say!

[image] Sabrina_Moya_Cuerden: The first screen that you go into when you are wanting to invoice out a recurring sales invoice… Ideally if you untick the ticks then you would not create that invoice… and it would ‘carry over’ to the next date. Ahh, I myself had forgotten about this and have w…

I assume the user options would be Stop all future → go to the setting recurring and delete it. Stop it for some time → go to the setting recurring and set the next due date to a date well in the future. Delete this transaction → process as normal but when editing the details, delete the tr…

I was looking for the same thing but maybe didn’t explain my self very well :slight_smile: Defering recurring invoices (and other recurring items)

Making recurring transactions selectable

Monman September 11, 2020, 3:17am 15

Must be groundhog day - post from 2016 …

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Making recurring transactions selectable

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