If you use recurring sales orders with e-conomic, Simply creates the invoices automatically. A booked invoice cannot be changed, so Simply never books and sends one without a person deciding it.
Send automatically
On the sales order, in the block Recurring Invoice Information, the field Send automatically decides what happens:
| Send automatically | What happens with a new invoice |
|---|---|
| On | Booked in e-conomic and sent to the customer right away, as before. |
| Off (default) | The owner of the invoice is asked first. |
Switch it on only for orders where you are sure every invoice is correct, for example a fixed monthly subscription.
Answer the question
- When an invoice is created, the owner gets the question Book and send invoice INV123 to the customer? with the order number and total.
- Open it from the chat icon at the top of the new interface, under Waiting for you.
- Click Yes to book and send it. Click No to leave it as a draft.
If nobody answers within 7 days, nothing is sent. The invoice stays as a draft.
Book and send by hand
Every invoice that is not booked yet has a Book and send button. Click it, choose how the invoice is sent, and confirm. The button is hidden on booked invoices.
Good to know
- Nothing changes for existing recurring orders: Send automatically is off, so you are asked for their next invoices.
- The question and the button are only switched on in systems that already booked invoices automatically.