Send invoices in advance (you choose how many days) to your customers.
This article covers:
How to create orders in advance
You need administrator rights and the Subscriptions add-on.
- 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 (up to 2190):
- 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.
How to set a default number of days in advance
- In the Preset column, select the option you want as default. It is preselected whenever you create a new subscription.
- To delete an option, click its trash icon. Deleting an option doesn't affect active subscriptions that use it.
- The current preset and No can't be deleted. To delete the current preset, first select another option as preset.