Send invoices in advance (you choose how many days) to your customers.
This article covers:
How to create orders in advance
- Click Settings → CRM → Subscription:
- Scroll down to Enable orders to be created in advance and click the toggle on.
- You can choose from the default advance options, or click Add option to enter your preferred number of days:
- Orders can also be synced to your ERP, such as Fortnox or Visma. Select a date that aligns with your payment terms, and your ERP will automatically send invoices to your customer, right on schedule.
- This now appears as the default preset whenever you create a new subscription
- You can also delete any of the presets by clicking the trash icon:
- Delete the default preset, and the first option in your list becomes the new default preset. Deleting a preset doesn't affect any active subscriptions using that preset.