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Recurring invoices still generated on archived customers

Problem reported by Lee Ottaway 4 months ago

Hello,

I've been sorting/writing off old overdue invoices and I've noticed that recurring invoices have still been generating for archived customers. To me archiving a customer means that they are no longer a current customer. Therefore an archived customer should not generate invoices. The recurring template should be paused/removed as soon as a customer is archived. Is the current design by design or is it an oversight?

3 Replies

Hi Lee,

The recurring invoice overrides that. If an invoice is created whilst the contact is active, the invoice will continue recurring as it has been set to do until it is scheduled to end / is stopped. You can do this by editing the recurring invoice template and reducing the number of occurrences to 1.

Hi thanks for the response,

I understand that this is the case at the moment. My question is more along the lines of: Why is this the case? It seems counter-intuitive. An archived customer by it's nature is a customer that is no longer active. Therefore any current recurring invoices should be paused/removed, or at least a pop up asking if you would like this to happen should be displayed when a customer is archived.

Is this something you are able to put forward to the development team please?

Thanks

Hi Lee,

I can forward it as a suggestion, no problem.

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