Hi, there is one feature I might be missing or was not able to read from the docs.
in my current invoicing system I have a “queue” where I put stuff for a client and then once the monthly run to create the invoice is triggered, all queue items are gathered and put on a single invoice.
I was hoping I could accomplish this with invoice ninja as well. The only way I could think of doing this is to use expenses but I’m not sure if the recurring invoice will pick those up before sending.
A second option could be to use recurring expenses and hope that those would create expenses, I would then skip the recurring invoice part and use the API to create invoices from the expenses but that would kind of “suck” as I can’t use products in expenses and it feels kind of hacky.
In all the documentation I could find it’s sometimes hard to distinguish what is V4 and what is V5.
I did set up a test run and hope the cron job runs this night so I can see tomorrow what will happen, but I hope someone has some tips on how this could be set up in the most reliable way.
Hi, thanks for the info.
Just to be sure I understand correctly how it’s working according to my test.
I created a recurring expense for some subscription fee 1x Month. This would then create an expense every month for me, right?
Then I could make my workflow for now like this:
add any subscription as recurring expense
take any non fixed things like Phone Calls, Support Hours etc and send them via API to create an expense
Write a script that gathers all active expenses for all clients and create an invoice with all expenses
via /api/v1/expenses/{id} update the expense to set the invoice_id
am I missing something?
But this way I could work around the issue of having 2-3 or even more invoices for the same client on the same day.
thanks. I have already done quite a few things with the API. Working great so far. I will add a feature request and do it as described in this Post. Thanks for the Feedback.