# Recurring Sales/Purchase invoice & Reporting

**URL:** <https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918>\
**Category:** Uncategorized\
**Created:** [January 22, 2018, 7:22am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918 "2018-01-22T07:22:51Z")\
**Posts on this page:** 17\
**Page:** 1

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**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 22, 2018, 7:22am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/1 "2018-01-22T07:22:51Z")

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Having Recurring Sales /Purchase invoices and payslip is great feature, still when mention recurring means its for service, subscription, either done one time per recurrence or within duration.

in current recurring it doesn’t have input for such thing, like selecting next invoice when to be created, it shall have section of period to cover

other thing in terms of recurring and other invoices, reporting is based on invoice date, regardless on service performance. i.e. if invoiced today 21 JAN 18 for service done back in Dec 2017, the revenue/cost will be shown as JAN 18 not DEC 17 in P&L, Cash reports , etc

any suggestion of work around solution, or is it on plan to have more features on recurring

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**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [January 22, 2018, 12:31pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/2 "2018-01-22T12:31:47Z")

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> [@Ayman](#):
>
> it shall have section of period to cover

Are you implying that there could be a start and/or an end date

> [@Ayman](#):
>
> the revenue/cost will be shown as JAN 18 not DEC 17 in P&L,

Can’t you setup the recurring invoice to be Dec 31, or edit the date on the recurring invoice before creating.

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**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 22, 2018, 1:05pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/3 "2018-01-22T13:05:36Z")

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yes this is what am implying, like when select generate every ( ) month  
 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/9/9e43e2ddad67bb68460f9f2e46eec249c0a02850.png)  
to have interval From to

setting it to be 31st, doesnt work, for example our term an condition we shall raise the invoice by 20th dec, and due date is 1st Jan.  
so Jan invoice will be created Dec

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 22, 2018, 2:30pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/4 "2018-01-22T14:30:46Z")

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Have you read this Guide: [Manager Guides](https://guides.manager.io/9488)?

> [@Ayman](#):
>
> it doesn’t have input for …selecting next invoice when to be created,

Yes it does, under Settings. See the Guide.

> [@Ayman](#):
>
> reporting is based on invoice date, regardless on service performance.

This is only partially true. For example, if you use the Billable Time module, income will be reported as _Billable time - movement_, even before it has been invoiced. Otherwise, income is recorded as of the invoice date. How else would Manager know any date associated? If you require reporting of work in progress prior to invoicing, **any** accounting system will need a chart of accounts designed to accommodate that, with appropriate entries.

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**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 23, 2018, 6:02am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/5 "2018-01-23T06:02:30Z")

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Yes @Tut i read the guide.  
am using it, the missing is period to cover, it is not automatically updating.

if i configured recurring invoice to be created by 1st of every month, still there is no option to set this invoice for what period will be

for the billable time, didn’t try to be honest, will check this now and see if it fulfill the needs

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 23, 2018, 8:41pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/6 "2018-01-23T20:41:31Z")

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Recurring invoices remain in effect until changed.

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<div class="post-metadata">

**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 24, 2018, 6:05am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/7 "2018-01-24T06:05:24Z")

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yes it remains in effect,  
my point it is not updating billing month.week, quarter in next generated invoice  
there is no field to highlight this service for which period, hence you need to edit every invoice manually once generated, and the revenue will be booked according to invoice date, not service period.

for Billable time, this will not help since it is count hours, while months are 30/31/ 28/29 this will result in not accurate monthly rates

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 24, 2018, 2:51pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/8 "2018-01-24T14:51:39Z")

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I thought you meant the period over which the recurring invoice would be in effect, not the period of service covered by the invoice. Recurring invoices are good for something like monthly subscriptions, not periodic billing of charges that change. They cannot be used for invoicing billable time.

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**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 24, 2018, 3:30pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/9 "2018-01-24T15:30:15Z")

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am not looking for billable time invoicing,

just to highlight the period of the service week, month, quarter etc

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 24, 2018, 6:00pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/10 "2018-01-24T18:00:35Z")

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Well, you specifically mentioned billable time. Basically, recurring invoice will be identical every time you issue it, except for issue date. If you don’t intend them to be identical, there may not be any point in using them.

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**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 24, 2018, 7:39pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/11 "2018-01-24T19:39:01Z")

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Where i do this !  
My initial comment was about period and month revenue booked for

Regards;  
Ayman

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 25, 2018, 1:59am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/12 "2018-01-25T01:59:55Z")

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Where do you do what? Your comments have been about many things.

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<div class="post-metadata">

**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 25, 2018, 3:45am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/13 "2018-01-25T03:45:28Z")

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You were the one who mentioned billable timing not me

Again initial post is about two things.  
Period for the recurring and Reflect revenue correctly

You add your input which was not helping to address both

Regards;  
Ayman

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 25, 2018, 4:43am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/14 "2018-01-25T04:43:55Z")

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> [@Ayman](#):
>
> …Billable time…

These were your words, not mine. You were the one who first raised billable time, not me. I only responded to you.

As you continue to express dissatisfaction with Manager’s recurring sales invoice feature, I am starting to wonder whether you might misunderstand its purpose. Recurring invoices are not for billing services or goods delivered several times during a period of time. They are for identical invoices that are issued again and again at fixed intervals.

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<div class="post-metadata">

**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [January 25, 2018, 4:58am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/15 "2018-01-25T04:58:15Z")

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> [@Tut](#):
>
> This is only partially true. For example, if you use the Billable Time module,

First used in post #4, and not by @Ayman

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<div class="post-metadata">

**Author:** ![Ayman](https://avatars.discourse-cdn.com/v4/letter/a/dec6dc/32.png) [@Ayman](https://forum.manager.io/u/Ayman)\
**Post date:** [January 25, 2018, 7:01am UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/16 "2018-01-25T07:01:22Z")

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and who is issuing similar invoices again and again if it is not for subscriptions !  
recurring doesn’t mean 100% replica, there should be variable  
and as you have variable change in the recurring, then this variable has to be addressed in automation

thanks @Brucanna for highlighting who first mention billable time !

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<div class="post-metadata">

**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:22pm UTC](https://forum.manager.io/t/recurring-sales-purchase-invoice-reporting/13918/17 "2023-01-18T15:22:00Z")

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