Quotes and invoices

Recurring invoices

A template plus a schedule that issues on its own — and why exactly once.

Updated

Invoices → Recurring → New. A customer, lines, a frequency (week, month, year and multiples), a start date, payment terms. The hourly maintenance job issues it when it is due.

The anchor

Every issue date is the start date + n × interval, never "the previous one + interval". A retainer on the 31st would otherwise go on 28 February, then 28 March, and stay on the 28th forever. This way it goes 31 Jan, 28 Feb, 31 Mar, 30 Apr.

Exactly once

The schedule position is stored on the invoice and the database refuses a second one for the same period — the job can run hourly, twice, or overlap itself and still produce one invoice. Editing the template leaves the position alone: it is not a statistic, and resetting it would re-issue paid periods.

The cash-flow forecast's "contracted" column is computed from these templates, with the same rounding as the invoice itself.

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