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)