Scheduled Invoices not marked for Auto-send are being Auto-sent

Jayme Cousins's Avatar

Jayme Cousins

02 Mar, 2016 09:10 PM

We have had a few instances where an scheduled invoice was set up and then temporarily suspended. We did this by unchecking the auto-send (Send via email and Attach PDF) checkboxes. However, we've just realized that these invoices were being created (as expected) but they were also being dispatched by email. Not sure if the PDF was attached or not.

The Scheduled Invoice system shows that invoice with a red X in the Auto-send column.

This shouldn't happen, should it? Are we missing something else that we need to set? Any help would be appreciated.

Jayme

  1. Support Staff 1 Posted by Seth B on 02 Mar, 2016 09:40 PM

    Seth B's Avatar

    Hi Jayme,

    As long as the “auto-send” checkbox is unchecked (and the schedule is saved), then no invoices should automatically go out at the time of creation. However, that doesn’t prevent someone from manually sending the invoice created, and of course doesn’t recall invoices already sent.

    If you think auto schedules are sending anyhow, please give me an example of schedule, and the invoice created / sent automatically. Thank you!

    - Seth

  2. 2 Posted by Jayme Cousins on 03 Mar, 2016 07:43 PM

    Jayme Cousins's Avatar

    Hi Seth,

     

    I’m fairly sure that the invoice(s) in question went out automatically.

     

    Sample:

     

    Invoice: IHL-02808

    Schedule: ClassicConcrete-Hosting-Domain-Renewal

     

    This had not changed in over a year until just the other day when I added the discount line item to “zero out” the invoice in case it was sent again. I had the same issue with this invoice last year, and I’m fairly certain have had similar issues with scheduled invoices which I set to “not send” once the service agreements ended. In the latter cases, I’ve manually deleted the schedules. In this case however, the suspension is temporary and I’d rather no delete the schedule outright.

     

    Many thanks for looking into this.

     

    Jayme

  3. Support Staff 3 Posted by Seth B on 04 Mar, 2016 12:20 AM

    Seth B's Avatar

    Jayme,

    This invoice hasn’t even been sent. If it had, there would be a history entry in the sidebar - right under where it says “Invoice created” on this page: https://inhouselogic.cashboardapp.com/provider/invoices/show/IHL-02808 <https://inhouselogic.cashboardapp.com/provider/invoices/show/IHL-02808>

    You’ll notice, for other invoices that have indeed been sent there are entries in the “activity log” (https://inhouselogic.cashboardapp.com/provider/overview/activity_log <https://inhouselogic.cashboardapp.com/provider/overview/activity_log>)

    Keep in mind that YOU will receive an invoice that it has been created from schedule each time. I think perhaps you might be confusing this with the message that it has been sent.

    Best regards,

    - Seth

  4. 4 Posted by Jayme Cousins on 05 Mar, 2016 03:13 PM

    Jayme Cousins's Avatar

    Ah, you’re probably spot-on with the issue of my having been alerted to the creation. Very likely assumed that it meant that it had been sent.

     

    Thank you for clarifying and setting my mind at ease!

     

    Jayme

     

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