Home Forums Support Block sending of recurring invoices' emails

This topic contains 11 replies, has 3 voices, and was last updated by  Magic 2 months, 3 weeks ago.

Viewing 12 posts - 1 through 12 (of 12 total)
  • Author
    Posts
  • #16200

    denisgomes
    Participant

    Hey guys.

    A while ago I asked about NOT sending emails for recurring invoices to some of my clients, because I would charge these clients differently. Someone (or Hillel, I don’t remember) suggested adding a bogus email address as a contact, so invoices are generated but would not reach the client.

    That works but I noticed something else. Invoices are always associated with a particular contact instead of the client. So if I have Alice and Bob as contacts of my client Acme Inc., and an invoice is issued to Alice, Bob wouldn’t see it if he would log in to his client portal.

    That makes some sense to me but… if I now add a bogus contact to block invoice sending, neither Alice nor Bob would see any future invoices.

    Also, why only contacts have access to the customer portal instead of clients? I mean… There could be a link so that anyone at Acme Inc could see all invoices, whether they were issued to Alice or Bob.

    By the way, I know I can fully disable email sending, but I would like to do this on a case by case basis.

    • This topic was modified 1 year, 2 months ago by  denisgomes.
    #16202

    Hillel Coren
    Keymaster

    Sorry, I don’t have another solution to prevent sending emails to some clients.

    There are only so many hours in a day, feel free to create an issue on our GitHub repo.

    #16204

    denisgomes
    Participant

    I understand Hillel, no problem at all 😀

    Keep up the great work!

    #16205

    denisgomes
    Participant

    By the way, and what about invoices being associated with one contact or another? Is there a way, via a script or SQL query, to automatically associate all invoices with all contacts of a client?

    Eg. Acme Inc has 3 invoices, two issued to Alice and one to Bob, I would like to take these 3 and associate them all both to Alice and Bob. Mind you, I have over 4k invoices 😉

    #16208

    Hillel Coren
    Keymaster

    It should be possible with the API or SQL query. For a contact to be linked to an invoice a records needs to exist in the invitations table linking to the two records.

    #21890

    Magic
    Participant

    How can I currently disable automatic email to be sent and invoice to be generated just for one invoice and not globally? For e.g. I end a cooperation with one client and I would like to stop generating and sending invoices to them.

    From what I understand the Auto-Bill feature is to charge their credit card and not to stop sending invoices. If that is the case there is a wrong translation into the Czech language which might be confusing.

    If I remove the start date will that do the job for this one client so that no new invoices will be generated and sent to them?

    #21905

    Hillel Coren
    Keymaster

    You can disable reminders for a specific client but not just one invoice.

    #21908

    Magic
    Participant

    I need reminders for unpaid invoices to be active.

    I just want to stop the automatic invoices to be:
    a) generated
    b) sent
    for one specific client (e.g. someone with expired contract).

    #21910

    Hillel Coren
    Keymaster

    If you edit the client you’ll see an option to disable reminders.

    #21914

    Magic
    Participant

    Thank you for the answer. I confirm that there is an option to disable reminders, but that will affect both invoices and reminders, correct? I just need to disable automated invoices and keep reminders for unpaid invoices to be active. I consider these two to be a completely separate things.

    #21920

    Hillel Coren
    Keymaster

    The option enables/disables reminders but keeps other emails active.

    #21924

    Magic
    Participant

    Thanks for the answer.

    From what I understand Reminders are sent to clients that have not paid their invoices
    (First, Second, Third, Endless => https://www.invoiceninja.com/document/settings-templates-reminders/ , https://i.imgur.com/i476f3h.png).

    Just for the sake of clarity I am only talking about how to disable recurring invoices to be a) generated and b) sent to one particular client.

    Recurring invoices are not considered to be reminders in terms of the app logic, right? Or perhaps I am wrong and the app considers recurring invoices to be “reminders”?

    If that is the case then recurring invoices (= “reminders”) will be disabled by the checkbox you have mentioned above. And email reminders (= not recurring invoices) are still going to be sent to the client IF he is due with one of the previously generated invoices (those before I stopped them being generated and sent using “reminders” checkbox in the clients section)?

    Note: In one of my posts above (SEPTEMBER 13, 2019 AT 8:40 PM) I have made an error and typed “one invoice” instead of “one client”. I hope that this is not the cause of our missunderstanding.

Viewing 12 posts - 1 through 12 (of 12 total)

You must be logged in to reply to this topic.

Posted in: