Recurring Sales Invoices | Batch Create or Update

Recurring SI is a good option. We are transiting to Manager therefore at initial stage we need to create thousand of invoices for existing customers which is leading to very lengthy exercise.

Is there any possibility that Recurring SI can be generated/edited through

  1. Create Batch - for the first time to set-up details
  2. Batch Update - like Delete option selected SI can be deleted. One should be able to updated next issue date or description for selected customers.
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Recurring transactions of any kind cannot be created or updated with batch operations. That is because they are not actual records. Think of them as templates from which transactions are created.

You can batch create and edit also custom reports. So this is not a reason. I too think that @lubos should enable them everywhere.

Thank you for adding the point with further reference.

@Tut We understand its a template not actual transactions. Therefore, requested to seek the possibility and came to know from @Davide that Custom Report already had that provision. I think same logic can be replicated to other reports and Recurring forms. Rest you can guide us being Manager experts, as it is designed with your team.

This is a lot of recurring sales invoices and probably some kind of subscription or indexed lease agreements which need frequent/monthly updates. But anyhow, if an update is needed a Batch update would most likely be very handy in such cases.

Also, I can imagine some companies with many non-indexed agreements, such as lease-, facility- or other agreements, would be willing to use Manager if such a feature for Recurring Sales Invoicese was available. Although agreements would not change often, I think having the option to batch update is important. All the agreements data could be stored in Recurring sales invoices with use of the powerful Custom fields feature. This would probably seem like a convenient approach for some companies if they don’t have to use external software to store their agreements and import regularly into Manager.

You can manage everything outside and batch create directly the sales invoice periodically. See for example this thread about financing:

In the end I’ve created a sort of custom module in excel that creates journal entry periodically.

@davide I know about the batch create for sales invoices and I use it alot, but my point was only in relation to some companies, not all companies, if this feature was available. Thing is, for some companies, Excel knowhow and/or amount of data does not always warrant such powerful feature as Batch Create or transfer of sensitive sales data input between Excel and Manager. Also there is maybe not always the same employee doing this specific task etc. Or said differently, why do it if you don’t have to if Manager can do it. Therefore having the data tucked in safely and nicely inside Manager could be a good option for some companies was my point.

For more complex agreements/invoicedata or more amount of data then usually there are bigger companies involved using specialised external software where Batch Create is easy-peasy, or better API :slight_smile:

I completely agree with you. That’s one proposal I made a few weeks ago that goes in this direction.

Recurring Sales Invoices and for us recurring Purchase Invoices are great as well. However we also fall into that category where editing them each month is a task, so yes we are very interested in some easy update method for these recurring documents which will make them current and ready to issue (Bulk Email).
Just quietly the due date or a specific date is an important one for us in many areas … Here are a few thought expressed over time Recurring Dates changing and Recurring Set up Date for month end payslip, and Recurring invoices due by date set to a specific date each month

With that said the SI and PI descriptions change slightly each month so this Rajwani request is of interest to us too.

@Rajwani You can batch create actual invoices, mark them with a special description, search for them and scroll through the list and copy them to recurring invoices.

This isn’t the most efficient way possible, but this the most efficient way available (or at least that I can think of).

It would be nice to have a list of actions to perform on the invoice list view in a similar way to batch delete.

It should go like this:

  1. Check boxes for invoices you like
  2. Click on a context menu for batch actions
  3. Select copy to recurring invoices.

I think that would be great to have.

@Ealfardan yes I agree, I had noticed the possibility of this copy approach and I think this is very much a viable method as batch creating of Recurring Sales invoices is probably not done so often. This same method could also apply to Recurring payslips.

Another, not as advanced approach, is to create just one new sales invoice and when viewed the Copy to / New recurring sales invoice can be selected more than once for that sales invoice. This might be convenient if there is only small number of Recurring sales invoices to be created.

So maybe users can do without Batch Create for Recurring Sales invoices and Recurring Payslips as the Copy approach can be used.
For Recurring Payslips users can maybe do without Batch update as there are maybe not so many payslips for most companies, but for large number of Recurring Sales invoices I think doing updates without Batch update can get to be a difficult chore, like @Rajwani says he has 1.000 recurring sales invoices

Thank you for your suggestions and inputs @Ealfardan and @Tor.

Manager has recently added this feature; I must be thanks to their team for quick support!

I agree and impressed with the idea! However, I have check the possibility it is not working like Batch Delete or Batch PDF for multiple selection. Copy to option is available only once we select individual invoice.

@Tut @lubos Can you please check the possibility of Batch operation as suggested by @Ealfardan.

It is quite some time, is there any progress on subject.

In addition to above, it is requested to please add following

  1. ‘View’ option once recurring SI is created.
  2. ‘Clone’ option like other tabs.
  3. Create and add another’ should work like other tabs that once a entry is created it should reflect the same for ‘add another’; for example items, account heads, division etc are enter it should be able to reflect last entry to increase efficiency in the work.

Only completed transactions can be viewed or cloned. Recurring sales invoices are neither. This was explained to you in post #2 above. You are waiting for something that will not happen. Your third suggestion does not reflect how recurring invoices work or what they are for. Further invoices are noticed when due, not because you want one for a new customer.

Third option is requested as we are creating recurring invoices and it will surely bring efficiencies save the time of user who creates it.

Your comments are noted. I think, I have requested and added with a suggestion to Manager which may be consider. I am sure this will assist other users too the way user operate this tab/feature.

A post was split to a new topic: Customer codes for recurring sales invoices

It is requested to please add following functionality in reoccuring invoices

  1. Invoice No. - automatic sequence of last issued invoice
  2. Line item description - updated in item name description but the same should reflect while issuing batch sale invoices.

This one is already there, but it’s a checkbox at the bottom.

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Thank you for your kind support @Ealfardan !!

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