General questions about InvoiceNinja features

Self-Hosted | v5
1

Hello,

I have some general questions about self-hosted InvoiceNinja features:

  1. Does self hosted version support sending reminders automatically to customer email if there’s a recurring invoice due in the next month/week/day?
    (Eg: If a customer has a recurring invoice/payment due next month can I set it to automatically send reminder emails of that upcoming payment, like an annual hosting renewal - one email 30 days prior and second email 7 days prior and third on actual due date so customer can be ready to make the payment via bank transfer on the exact due date because he has been notified multiple times prior?)

  2. If a customer upgrades a subscription/recurring invoice halfway through his payment cycle does the next invoice get prorated or does a new payment cycle start afresh with a new invoice cancelling the old invoice with the old price/subscription? How is this handled?

  3. Doesn’t the self hosted version have a project proposal sending feature anymore? Any similar functionality available with signing like in DocuSign?

Please provide details on these, and where to set things up.

Thanks!

2

Hi,

  1. An email can’t be sent until the invoice exists, maybe you can create the invoice early and have it due a week or two later?

  2. I don’t believe the app will automatically prorate the new invoice but I suggest testing it to be sure.

  3. We’re working to release https://docuninja.co, although it will be a closed source app we hope to make it possible to integrate with the selfhost Invoice Ninja.

1 Like
3

Hi,

1.So create a recurring invoice one week before and have it due one week later on the actual due date? Is that what you mean?

2.So does it create a new payment cycle with the new invoice? I’ll double check on this when I install.

3.Is it going to be free when used in self hosted Invoice Ninja?

4.When using Softaculous on a Litespeed shared account, anything I need to focus on or settings I should be aware of?
Can I just set up a subdomain like portal.mydomain.com and set it up there with Softaculous, and then just go through the wizard setup? Will the customer portal url differ from the above subdomain?

Thanks!

4

  1. Correct

  2. I would assume yes but haven’t tested it

  3. No, there will be costs involved

  4. Not that I’m aware of, the client portal would use the same domain with /client added at the end