Home Forums Support Recurring & Reminders

This topic contains 18 replies, has 3 voices, and was last updated by  Hillel Coren 1 month, 1 week ago.

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  • #16625

    khat17
    Participant

    Hi again everyone. So setup was completed.

    Install InvoiceNinja on HostGator (Shared)

    But I’m having a bit of an issue with the reminders. I think the issue with the recurring invoices is explained well enough so I made a mistake there. I’ll go into that after the issue with the recurring ones.

    View post on imgur.com

    So I created all of those on the same day. What I did was put the first date as it was originally with the invoice. The due date I changed around a bit – however all of them are past due. The one to me (TEST) is the only one that was sent out yesterday. Results from the cron emailed to me are below. Shouldn’t reminders be sent out weekly to all of them that are overdue now? Or is it going to send out the reminder based on the DAY that the original one was created? Thanks in advance for your assistance – waiting on a reply.

    Oh – as for the recurring. What happened is I created the invoice – had the dates set – and then I manually sent it. It seems as though I should leave those alone for the system to automatically send. What it did for the monthly invoice is sent it again after I manually sent. But I think that’s a fault on my part. Anyways – learning as I go along. Thanks in advance.

    Mon, 08 Oct 2018 14:00:09 +0000 Running SendReminders…
    Mon, 08 Oct 2018 14:00:09 +0000 0 due recurring invoice instance(s) found
    Mon, 08 Oct 2018 14:00:09 +0000 0 accounts found with fees
    Mon, 08 Oct 2018 14:00:09 +0000 1 accounts found with reminders
    Mon, 08 Oct 2018 14:00:09 +0000 MyBusiness: 0 invoices found
    Mon, 08 Oct 2018 14:00:09 +0000 MyBusiness: 0 endless invoices found
    Mon, 08 Oct 2018 14:00:10 +0000 0 scheduled reports
    Mon, 08 Oct 2018 14:00:10 +0000 Done

    Mon, 08 Oct 2018 14:00:09 +0000 Running SendRecurringInvoices…
    Mon, 08 Oct 2018 14:00:09 +0000 1 recurring invoice(s) found
    Mon, 08 Oct 2018 14:00:10 +0000 0 recurring expenses(s) found
    Mon, 08 Oct 2018 14:00:10 +0000 Done

    • This topic was modified 2 months, 1 week ago by  khat17.
    #16627

    Hillel Coren
    Keymaster

    It depends on your reminder settings, it uses either the invoice date or the due date and also takes into account the settings for the earlier reminders.

    #16628

    khat17
    Participant

    OK. So if I set all of them to the same due day – say a Wednesday – then every Wednesday each week it will send out the reminders?

    #16629

    Hillel Coren
    Keymaster

    If you have no other reminders enabled (ie. 1st, 2nd or 3rd) then yes.

    #16630

    khat17
    Participant

    I actually have all of the reminders enabled. Is that where the issue is?

    #16631

    Hillel Coren
    Keymaster

    Could be, endless reminders wait for the other reminders to complete.

    #16632

    khat17
    Participant

    OK. The system is set to send me BCC of the mails. I’ve only gotten the third reminder for the test account. None of the others have gone out. I did manually send out the third reminder for all of them – the system then sent out an automated third reminder to me yesterday. I may just wait out this week to see how the others go, but considering they were all made the same day, not sure what I’m missing.

    Would screenshots of any particular area of the settings help in figuring out where the bottleneck may be?

    #16633

    Hillel Coren
    Keymaster

    If you manually send a reminder it will prevent/delay the auto-reminder from being sent.

    #16635

    khat17
    Participant

    OK. This was done last week. I’ll wait out this week and update you on what happens. Thanks as usual for your assistance @hillel Coren. Keep up the good work!

    #16669

    khat17
    Participant

    So I’m happy to report that the reminders went out today. So it seems that since I manually sent it out last Friday it waited until Friday again.

    In going to manually send all again on Monday and then report back the following week on how it was handled.

    Thanks again – keep up the good work!

    #16671

    Hillel Coren
    Keymaster

    Thanks for the update!

    #16726

    dougouverson
    Participant

    I have a recurring profile that needs to process 12 times. I have a start date of today (Oct 19th, 2018). What should I use as end date?

    #16727

    Hillel Coren
    Keymaster

    You could set the end date to Oct 18th, 2019

    #16765

    khat17
    Participant

    Hi there. Updating to let you know that the cron ran at 9AM and all invoices got sent out. This means it uses the last day sent and putting in the weekly reminders will cause it to be re-sent on the same day the following week. Good to know. Will watch again until next week to see how it operates.

    #16766

    Hillel Coren
    Keymaster

    Thanks for the info!

    #16862

    khat17
    Participant

    @hillel – you’re most welcome. Sorry I didn’t get back to you sooner – but just updating (final update) so you know that it works quite fine. All invoices are re-sent on the same day they were originally sent the week before. Scheduled invoicing works seamlessly – just that it may do sending on the weekend. If this happens simply wait until another day and send again if you want or just leave it be.

    Thanks again for a GREAT product! Keep up the good work!

    Just wish you’d make it a little easier to add custom currency symbols. I need to do that for my install as JMD is not in the listing.

    #16863

    Hillel Coren
    Keymaster

    We’re happy to add a currency, we just need to know how $1,000.00 would be formatted.

    #16869

    khat17
    Participant

    Hi @hillel. It would be formatted just like that. There’s no difference between the formatting of JMD vs USD – just that JMD is a much lower value currency.

    #16870

    Hillel Coren
    Keymaster

    Thanks for the info! We’ll add the currency in our next release.

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