When appropriately configured, a recurring invoice can be easily reproduced on an ongoing basis. This process is helpful when an invoice can be periodically duplicated on an ongoing basis. Please note, the step for configuring the frequency and scheduling for when automated processing should occur.
Choose a New Recurring Profile
From a matter, choose the Recurring Profiles related list and click on the New Recurring Profile button.
Create the Recurring Profile
- Notable Entries -
- Start Date: Date for the first invoice will created as part of this Recurring profile. Subsequent invoice dates will be determined by calculating the additional other profile variables Frequency and Occurrences.
- Frequency: Options are Weekly, 2 Weeks, Monthly, 6 Months, Yearly. Will determine the duration between subsequently created recurring invoices.
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Occurrences: limits the number of invoices that would be created from the Recurring Profile schedule.
- Example: An Occurrence of 4 would create 4 invoices, beginning on the Start Date at the interval provided in the profile's Frequency.
- Use the table at the bottom of the form to create the relevant invoice line items. These line items will appear in the Fees section of the invoice.
Schedule the Automation
An automation configuration must occur before recurring invoices to be automatically created. AdvoLogixPM includes the required code to create your recurring invoices however this code must be executed via an APEX Scheduler Service Class and Service Job. The schedule should be created by your System Administrator and would typically be executed daily at a specific time.
The Recurring Profiles and Invoice Scheduler workflow is as follows:
Each day (or at the scheduled time), the APEX Scheduler Job would be executed at a certain time of day. In that execution, the AdvoLogix invoiceScheduler class will evaluate the Recurring Profiles to determine if any new invoices should be created for Today's Date based on [Start Date + Frequency + Occurrences]. The Invoice will be created and saved to the Matter's Invoice related list at the interval chosen.
Scheduling the Apex Class Automation
To schedule an Apex job to automatically run use Setup | Build Develop | Apex Classes | Click Schedule Apex (as illustrated below). The selected Apex Class should be invoiceScheduler.
