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Hi,
It would be great to be able to add variables to recurring invoices. For instance, if the invoice refers to a particular period - say, web hosting from June 2010 to June 2011, that you could add the date as a variable so it would always print the correct period on the invoice. (e.g. this year = [year], next year = [year] + 1 etc.).
What do you think?
Dorothy
I’m
FreeAgent Central Rocks!
Add variables to recurring invoices
Official
Response
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EMPLOYEE
I’m
delighted
Hello everyone
You'll be pleased to hear we've just pushed a change which allows you to do this. There's no official documentation yet (no KB article or in-app help) but we support two variables in recurring profile invoice item descriptions only.
${month} will insert the current month name (localised) as of the time the invoice was generated.
${year} will insert the current year as of the time the invoice was generated.
You can add to each of these using ${month+1}, ${month+2}, ${year+2} etc. Don't include spaces.
Let us know how this works for you.
Olly
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Hi Dorothy
Thanks for the idea. We don't have any plans for implementing this in the near future but we'll certainly bear it in mind.
OllyComment -
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We could really use this as well.
Or just something simple that would print a period on the bill.
Say for instance if I send bill to a client halfway through january, that covers the next 3 months, it should simply print "February-April 2010" on the invoice. -
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This would be really useful! I use the recurring invoices primarily for those clients who choose to pay for their hosting on an annual basis so the invoices specify April 2011 - March 2012 for example. Having the years auto fill would save me remembering to edit them after they have recurred. -
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Although my ideal solution wuold be for the period to be added to the invoice item line as suggested above, could it be done in the email template so that at least that way the client is aware of the billing cycle? -
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2Freshbooks does it as so:
::month:: (month when invoice is generated)
::year:: (year when invoice is generated)
::quarter:: (quarter when invoice is generated)
::month+1:: for example.
Please please please do this -
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This would be awesome. It also ties into something I'm looking for which is to be able to bill by how many days are in a given month. If it had a variable for days in a month, I could finally have my invoices fully recurring without the manual tweaks.
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I’m
confident
this is kind of one of those basic features that would unleash so much awesome!
this is a feature i rely on heavily with freshbooks and recurring profiles, and having this would make my life so much easier as i move to a more comprehensive bookkeeping solution -
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There are a couple of posts relating to the ability to use variables in recurring invoices. Please, please, please FreeAgents - make it so?
Thanks,
Chad -
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Has any progress been made on this front? Had it made the development list?
This really, really would make recurring invoices a lot more powerful.
Thanks
Andy -
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EMPLOYEE
I’m
delighted
Hello everyone
You'll be pleased to hear we've just pushed a change which allows you to do this. There's no official documentation yet (no KB article or in-app help) but we support two variables in recurring profile invoice item descriptions only.
${month} will insert the current month name (localised) as of the time the invoice was generated.
${year} will insert the current year as of the time the invoice was generated.
You can add to each of these using ${month+1}, ${month+2}, ${year+2} etc. Don't include spaces.
Let us know how this works for you.
Olly -
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I’m
:D
Fantastic!!! This is going to make maintaining our recurring invoices sooo much easier!
Thankyou FreeAgent :) -
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I’m
thankful
That's great new s Olly,
Thank you FreeAgent for implementing my suggestion! -
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For Olly and others who may be interested...
We have implemented this on a series of recurring invoices having first played around with a few dummy examples and it all appears to work as described.
Andy -
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I’m
pleased
Just found this through the email that was sent out, I have tested and works perfectly, however, there is just one small thing, would you be able to also add ${month-1} for those clients that are automatically billed in arrears for their services? -
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Tried including this:
${month+1} ${year} to ${month+10} ${year}
in description but only the first $month displays properly. The second instance doesn't. Any ideas?-
Hey
We've deployed a fix for this which should resolve this.
Olly -
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pca i tried this too, for quartally billing, but they have only included the variable for month+1 ${month+anything else} just displays current month+1.
Freeagent, could we please have additional months as well as the negative months.
I need to be able to bil ${month} to ${month+2} for those customers paying for web hosting or support for each quarter.
Thanks.- view 2 more comments
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We've deployed a fix for this which should make it work now
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Hi Olly,
Looks like the problem still exists, although now instead of displaying the first month it doesn't output the data, it just prints the text.
So ${month+1} to ${month+3} gives January to ${month+3}
but ${month} to ${month+3} outputs December to February correctly as before. -
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This looks good, however for what I might want to do it may not work fully automatically with recurring invoices - I want to invoice this month for next month, i.e. January for February, etc. But if I want it to say "Service for January 2012" and I am invoicing in December, the way it is implemented now using ${month+1} ${year} would not work for the December invoice (would show January 2011 but would work for all other months. The December invoice would need to be manually updated to ${month+1} ${year+1}.
Any option to add intelligent support to handle a month with year for the next year that wouldn't require manual intervention?-
Hi Mark
We'll have a think about this. A tricky one...
Olly -
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I'm hitting this issue too. Something like ${month+1}, ${year+1month} would work.
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I put for my hosting renewal invoice in recurring profile in details description of the invoice item and it didn't change the year just showed the following: (can you tell me what im doing wrong?)
Renewed Up To: February 14, ${year+1}
What do I have to do so every year it just adds up from the invoice date and I don't have to manually create new invoice every year. -
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1Olly
Is there any progress on this item? I am now having the same problem as pca:
${month+1} to ${month+3} still gives January to ${month+3}
The only work around is to split it onto two invoice items, e.g.:
- "Recurring invoice for period ${month+1} to"
- "${month+3} :"
It appears that if there is only one manipulated variable in each invoice object it works, more than one does not.
Any idea when this might get fixed?
Thanks
Andy -
