Do not Generate $0 Recurring Invoices
I have some blank recurring invoices that I use to invoice any time not billed to customers on tickets. Some months I do not have any time to bill a customer, but the recurring invoice sends them a $0 invoice that I have to explain to ignore and then I have to delete or "pay" to get it to not bug the customer of an open invoice.
A simple check of if invoice total is equal to $0, do not generate for that recurring period.
We made changes to the system recently that will make all new Recurring Invoices not generate $0 dollar invoices by default. There is a toggle in the Recurring Template now that can make it so blank invoices would generate if you wanted.
Brett Smith commented
I know this is an old thread, but I just asked support about this and they suggested that I create a Feedback Request for this!
Right now: 1st of the month --> run a "Pending Ticket Charges Report" --> Create a new invoice for each customer on that report and add all pending charges.
What I would like to see: 2nd of the month --> go to Invoices and verify that new invoices were generated and sent out on the 1st.
I don't mind 0$ invoices if there are tickets associated, what I don't want is 0$ invoices sent out without any tickets or line items on them. That just looks like you made a mistake.
Not just does the invoice total $0, but if there are no billable tickets, then do not generate an invoice. I often have $0, but there are non billable tickets I would like the customer to see.
We have to run a payment on 0.00 invoices to show paid! For example. Customer comes in with equipment. We charge upfront/deposit of $40 for a diagnosis. If they approve the recommended repair that $40 can be applied to the actual repair costs. Well.. if this customer declines a repair we add the $40 diagnosis charge to the add view charges. click create invoice. then its 0.00$ because of the deposit/prepayment but we have to make a cash payment of 0.00$ to get it to show paid!!!
Why should we have to do this... happens to much.. even with a prepayment on other services where there is no additional cost when they pickup.
The is a big problem for our customers. Not specifically on recurring invoices but on ANY invoice. If it goes out as a 0.00 owed or any other way it can show no money is owed it gets sent out to the customer via marktr causing the client to become defensive that they already paid or they don't owe anything causing unneeded stress on us and the customer. Marketr is a great tool but this is frustrating for both parties.