Actions with recurring invoices

Aprenda todo lo que necesita saber sobre la gestión de sus facturas periódicas: cómo gestionar los calendarios, así como editar, duplicar, eliminar y desactivar facturas.

Editar facturas periódicas

Sometimes, you need to change the details of recurring invoices. For example, a client may ask you to add a service to their subscription. The recurring invoice can be edited at any time: before it has been signed or at any point thereafter. To edit a recurring invoice, go to Billing > Recurring invoices from the left menu bar, then click the three dots to the right of the recurring invoice you want to change and select Edit. You can click the name of the recurring invoice as well.

In the sidebar that appears, you’ll be able to change:

• La fecha de inicio y la fecha de la primera factura (si aún no se ha emitido la primera factura)
• Número de recidivas
• Intervalo de recurrencia
• Miembro del equipo responsable de la factura
• Nombre de la factura periódica
• Descripción
• Partidas: por ejemplo, puede añadir más servicios a la factura, modificar el importe o añadir un descuento. Esto afectará a todas las facturas programadas posteriormente.
• Unpaid invoices that are planned according to the payment schedule (can be edited after the recurring invoice is accepted by the client). See details below .

Nota

The start date, the date of the first invoice, the recurrence interval, and the payment authorization type cannot be changed once the client has signed and accepted the recurring invoice with automatic payment.

After changing the authorized invoice details, you will be able to select whether or not to notify your client about the changes. To do so, toggle on Notify client about invoice changes and add a message describing these changes.

Editar una factura de una serie de facturas periódicas

When a client asks you to make a change on an invoice — for example, to adjust the next payment date or to add one more service — you can edit a specific scheduled invoice without the change affecting all the other invoices in the recurring invoice series. This can be done only if the client has already accepted the recurring invoice. Also, editing the payment amount and services can be done only for invoices that have yet to be paid. To edit a specific invoice, click on the three dots to the right of the invoice you want to change in the Payment schedule section, then select Edit.

Allí podrás cambiar:

• La fecha de envío de la factura (por ejemplo, si desea enviarla más tarde debido a las vacaciones)
• El miembro del equipo al que se destinarán los pagos
• La descripción de las facturas
• Partidas (sólo para las facturas de no pagada ). Por ejemplo, puedes añadir más servicios a la factura, cambiar el total o añadir un descuento. Esto sólo afectará a la factura seleccionada y no a las demás facturas programadas.

Duplicar facturas periódicas

Create a copy of the recurring invoice to save some time. This is possible for recurring invoices that are either in Pending or Active status.

To duplicate a recurring invoice, go to Billing > Recurring invoices from the left menu bar, then click three dots to the right of the recurring invoice and select Duplicate.

This will open a Create Invoice window with pre-filled fields. Make any necessary edits to suit your needs, and then click Create.

Desactivar y reactivar facturas periódicas

When the client asks to pause the subscription, you can deactivate the recurring invoice. This is possible for recurring invoices that are either in Pending or Active status.

To deactivate an invoice, go to  Billing > Recurring invoices from the left menu bar, then click three dots to the right of the recurring invoice and select Deactivate.

Cuando desactivas una factura periódica:

• La factura periódica pasa a la pestaña Inactivo.

• Se eliminan todas las facturas programadas por él.

• Los números de factura reservados para las facturas programadas dejan de estar disponibles.

  

  You can reactivate it anytime by clicking the three dots and selecting Activate. 

  Cuando reactives una factura periódica, todas las facturas restantes no emitidas recibirán nuevos números de factura y se enviarán según la programación.

  

Eliminar facturas periódicas

If you no longer require a recurring invoice, you can delete it. This can be done for recurring invoices in any status unless a one-time invoice generated by the recurring one has the status In progress.

To delete a recurring invoice, go to  Billing > Recurring invoices from the left menu bar, then click three dots to the right of the recurring invoice, select Delete and confirm deletion.

You have the option of deleting both active and inactive recurring invoices. Deleting a recurring invoice will not impact any invoices that have already been sent to your client before the deletion.## View the recurring invoice’s history {#11}

You’ll always be able to see what took place with any recurring invoice. TaxDome’s Activity feed is sorted chronologically by the most recent event and allows you to find out when…

• ..a recurring invoice was sent manually or via automation (inside a proposal ).

• …a draft was turned into the actual recurring invoice.

• …a recurring invoice was changed.

• …a recurring invoice was deactivated/activated.

• …the status of a recurring invoice was changed.

• …a recurring invoice was signed manually or by signing a proposal that includes it.

• …a recurring invoice was deleted.

  To view a recurring invoice’s history:

1. Go to Billing > Recurring invoices, click on the three-dots icon to the far right of the invoice’s name or inside the invoice itself, then click Activity. 

   

2. This will show the events related to this particular recurring invoice. Filter the Activity feed by Type = Recurring invoice to see all events related to recurring invoices, and/or by Type = Invoice to see all events related to single invoices inside the recurring one.

   

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