Hi,
I would like ask about the usage of the recurring invoices (sales invoice).
Do you use this feature? If yes, do you lack any fine tuning?
I ask this, because the recent recurring invoice workflow is not really
useful/usable.
Here there are rules, how to fill an invoice, about continuous services: when
one issue an invoice, there are several dates with conditions:
creation date - crdate: the date the invoice created (reference date on the
printed invoice)
transaction date - transdate: this is the date which effects to the tax period
due date - duedate: this is the payment deadline, when the customer must pay
the amount of the invoice
Conditions:
the transaction date must be creation date + X days (
the duedate must be equal to transdate
How the recurring logic is working at this moment:
there is no recurring invoice ID, which determine the recurring record itself,
but an id, which is the base of the next invoice number (in fact, it seems it
has a bug and not able to set any value to the reference, I will check it)
when one creates a new recurring invoice, all the three days ar the actual date
this is not good, because:
if I send the invoice immediately by email/regular mail, the customer will get
later, 1-2 days
if the customer put the invoice into his queue, it takes time to start the
paymen
the total time could take 1-8 days and this is quite normal, even everything
goes smoothly
My proposal to rework the recurring invoice loginc in the following way:
Using some new fields for adjusting the three dates, at least the transdate and
duedate (like how many days must be added to the current date to get transdate
and duedate)
When one save an existing invoice as recurring invoice, there should set up
offset days for transdate and duedate (if left empy, no offset will be set)
What do you think?
Cheers,
István
------------------------------------------------------------------------------
Learn Graph Databases - Download FREE O'Reilly Book
"Graph Databases" is the definitive new guide to graph databases and their
applications. Written by three acclaimed leaders in the field,
this first edition is now available. Download your free book today!
http://p.sf.net/sfu/13534_NeoTech
_______________________________________________
Ledger-smb-devel mailing list
[email protected]
https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
