Monthyear in public note change invoices an quotes

Self-Hosted | v5
1

Version ie <v5.11.71>

Environment Docker

Describe the bug

When sending an invoice, i use the :MONTHYEAR Var in the public notes for the billing period.

Today i must resend an older invoice again to a customer.
The public note was changed because of :MONTHYEAR

even when downloading an older invoice

Steps To Reproduce

Usu :MONTHYEAR in public note and resent an invoice a month later

Expected Behavior

Not change a public note when an older invoice send again or download

Additional context

Is there a way to relate MONTHYEAR to the invoice date? Currently it seems to be the current date

2

HI,

These variables are designed to be used with recurring invoices, when the invoice is generated the current date is saved. Maybe you can use $invoice.date instead?

3

Hi,
I use this in recurring invoices.
However, I consider it questionable if the content of the invoice changes in another month when it is sent or downloaded again.

For example, when a reminder is sent, the invoice is also sent and then something else appears in the public notes in the following month.

Is it possible to format $invoice.date so that the month and year are displayed?
Can it be calculated like :MONTHYEAR+11?

I think it would be better if variables with a date for public notes used the invoice date as input rather than the current date.

4

I’m not sure I understand. If you have a recurring invoice which has :MONTHYEAR in it when it runs and generates a standard invoice the invoice will have the date, not the variable. If the invoice is resent since it doesn’t have the variable the date won’t change.

5

Hi,
you´re right. when using it in recurring invoices it works fine.

I have used it in “normal” invoices and that runs into my problem above.

Is there a way to format the output of $invoice.date so it looks like :MONTHYEAR?

6

It may be possible using a template, I see examples of date formatting in the docs.

7

Thanks, i will try this