Recurring invoices due on first day of the month

[ysi]

We invoice all customers on a monthly cycle, ideally the invoice would be created 7 days before the due date so that their direct debit would be triggered and payment is received on the due date. However if the due date is the 1st (or any date between the 1st and 6th) there is no way I can see to create the invoice 7 days before this.

I guess there is no workaround?

[QFMathew]

Hello @ysi

There isn’t an automated way of doing it for the 1st of the month unfortunately. You could generate the invoices around, for example, 25th of the month and then manually trigger the direct debits on these invoices. This can be done in bulk too.

There’s more details on this here:

How to set recurring invoice to collect direct debits 1st of the month

Hi @Manoj_Patel1 It’s not possible to do this at the moment I’m afraid. As you’ve mentioned yourself, the direct debit can only be set x days after the invoice has been created. The only thing I can suggest at the moment is to set recurring invoices to create on a fixed date (for example, 20th of each month) and manually set the direct debit up to be collected on the 1st of the following month, like this: Once the invoices have been generated, tick the ones you wish to request the Direct De…

[ysi]

hi, thanks for your advice.

I guessed so unfortunately the due date needs to stay the same month to month or it would cause confusion for our customers who hire from us.

Could this be included as a feature request?

[QFMathew]

It certainly can . We’ll leave your thread open and other users can add their votes/comments.

We’ll take a look if there’s enough interest from the community.