Especially if you use Subscriptions or Recurring invoices within your administration, you can lose a lot of time making your invoices 'final' and then sending them to your customers and subsequently, for the less good payers, sending reminders.
Then it is good to know that all these actions can be automated.
Subscriptions
Create invoices for a subscription with the status 'Final'. We record this on the periodic invoice, which is created as a result of a subscription.
Recurring invoices
If you want to have invoices sent periodically outside of the subscription system, you can do this by marking a previously created invoice as 'Recurring', as follows:
Open the invoice in question and open Recurring , on the right side of the page
Now specify how often the invoice should be recreated (Monthly, Quarterly, Yearly or Daily), the start date and that the newly created invoices should have the status 'Final'.
The invoice that is now created monthly (in the previous 2 examples) is immediately final and can therefore be sent immediately.
Normally this is an action that you can easily do from behind your screen with a mouse click, but you can also automate this.
To do this, navigate to the Miscellaneous menu – Company Preferences .
Now select the Invoicing tab
Set Send generated invoices automatically to Yes and set From date for sending generated invoices to the date you want this to take effect.