Hi
Some clients prefer to send money via bank transfer as credit to cover next month’s bill. In configuring client settings, I assumed the credit in their account would automatically be applied to their recurring invoices each month, especially with these settings enabled:
However, in my tests, I noticed that Auto Bill needs to be enabled in the recurring invoice settings for the credit to be applied. Without Auto Bill enabled, clients receive invoices without the credit subtracted from the total.
Here’s an example of a correctly configured invoice where credit is applied:
The Problem: If I enable Auto Bill on all recurring invoices, clients without any credit in the system end up receiving two identical invoices on the send date. While there’s nothing wrong with the invoice content itself, receiving duplicates can be confusing for clients:
Currently, it seems like the accountant needs to manually enable or disable Auto Bill for each recurring invoice based on whether the client has credit available. This could be time-consuming, and our clients generally don’t use the client portal where they might be able to manage these settings on their own.
Question: Is there a way to automate this process, or am I missing something in the current setup? Would a custom solution be required to avoid these duplicate invoices?
Best wishes