Recurring & Reminders

Hi again everyone. So setup was completed.

But I’m having a bit of an issue with the reminders. I think the issue with the recurring invoices is explained well enough so I made a mistake there. I’ll go into that after the issue with the recurring ones.

So I created all of those on the same day. What I did was put the first date as it was originally with the invoice. The due date I changed around a bit - however all of them are past due. The one to me (TEST) is the only one that was sent out yesterday. Results from the cron emailed to me are below. Shouldn’t reminders be sent out weekly to all of them that are overdue now? Or is it going to send out the reminder based on the DAY that the original one was created? Thanks in advance for your assistance - waiting on a reply.

Oh - as for the recurring. What happened is I created the invoice - had the dates set - and then I manually sent it. It seems as though I should leave those alone for the system to automatically send. What it did for the monthly invoice is sent it again after I manually sent. But I think that’s a fault on my part. Anyways - learning as I go along. Thanks in advance.

Mon, 08 Oct 2018 14:00:09 +0000 Running SendReminders…
Mon, 08 Oct 2018 14:00:09 +0000 0 due recurring invoice instance(s) found
Mon, 08 Oct 2018 14:00:09 +0000 0 accounts found with fees
Mon, 08 Oct 2018 14:00:09 +0000 1 accounts found with reminders
Mon, 08 Oct 2018 14:00:09 +0000 MyBusiness: 0 invoices found
Mon, 08 Oct 2018 14:00:09 +0000 MyBusiness: 0 endless invoices found
Mon, 08 Oct 2018 14:00:10 +0000 0 scheduled reports
Mon, 08 Oct 2018 14:00:10 +0000 Done

Mon, 08 Oct 2018 14:00:09 +0000 Running SendRecurringInvoices…
Mon, 08 Oct 2018 14:00:09 +0000 1 recurring invoice(s) found
Mon, 08 Oct 2018 14:00:10 +0000 0 recurring expenses(s) found
Mon, 08 Oct 2018 14:00:10 +0000 Done

It depends on your reminder settings, it uses either the invoice date or the due date and also takes into account the settings for the earlier reminders.

OK. So if I set all of them to the same due day - say a Wednesday - then every Wednesday each week it will send out the reminders?

If you have no other reminders enabled (ie. 1st, 2nd or 3rd) then yes.

I actually have all of the reminders enabled. Is that where the issue is?

Could be, endless reminders wait for the other reminders to complete.

OK. The system is set to send me BCC of the mails. I’ve only gotten the third reminder for the test account. None of the others have gone out. I did manually send out the third reminder for all of them - the system then sent out an automated third reminder to me yesterday. I may just wait out this week to see how the others go, but considering they were all made the same day, not sure what I’m missing.

Would screenshots of any particular area of the settings help in figuring out where the bottleneck may be?

If you manually send a reminder it will prevent/delay the auto-reminder from being sent.

OK. This was done last week. I’ll wait out this week and update you on what happens. Thanks as usual for your assistance @Hillel Coren. Keep up the good work!

So I’m happy to report that the reminders went out today. So it seems that since I manually sent it out last Friday it waited until Friday again.

In going to manually send all again on Monday and then report back the following week on how it was handled.

Thanks again - keep up the good work!

Thanks for the update!

I have a recurring profile that needs to process 12 times. I have a start date of today (Oct 19th, 2018). What should I use as end date?

You could set the end date to Oct 18th, 2019

Hi there. Updating to let you know that the cron ran at 9AM and all invoices got sent out. This means it uses the last day sent and putting in the weekly reminders will cause it to be re-sent on the same day the following week. Good to know. Will watch again until next week to see how it operates.

Thanks for the info!

@Hillel - you’re most welcome. Sorry I didn’t get back to you sooner - but just updating (final update) so you know that it works quite fine. All invoices are re-sent on the same day they were originally sent the week before. Scheduled invoicing works seamlessly - just that it may do sending on the weekend. If this happens simply wait until another day and send again if you want or just leave it be.

Thanks again for a GREAT product! Keep up the good work!

Just wish you’d make it a little easier to add custom currency symbols. I need to do that for my install as JMD is not in the listing.

We’re happy to add a currency, we just need to know how $1,000.00 would be formatted.

Hi @Hillel. It would be formatted just like that. There’s no difference between the formatting of JMD vs USD - just that JMD is a much lower value currency.

Thanks for the info! We’ll add the currency in our next release.

1 Like

Hi Khat and Hillel:

Let me see if understand correctly.
I just uploaded many months worth of invoices. Many of these invoices are many months past due. Way over the 1st,2nd and 3rd reminders.
This means that even though I have the reminders enabled, they will not trigger (I suppose).

  1. Will the “Endless Reminder” EVER trigger? Notice Hillel states that the Endless reminders wait for the other reminders to complete.
  2. If the endless reminder will trigger automatically, what date will they use as the last send date. (e.g. the upload date?)
  3. Should I manually send the invoices to force the endless reminders to trigger? Thus making sure they do go out in a staggered way? If I read correctly, I think that is what khat17 did?
    Let me know and Happy Holidays.