Other Actions in Recurring Invoices
Cloning a profile for a similar customer, generating a cycle early, seeing what a profile has produced, and the periodic review that stops open-ended profiles running forever.
Clone a profile
Cloning copies the lines, frequency and end condition into a new draft profile, ready for a different customer. It is the fastest way to onboard the second, third and fortieth customer onto the same package.
- The clone starts as a draft, so nothing generates until you activate it.
- Change the customer before activating. Currency and terms come from the new customer, so check the totals.
- The start date does not copy. Set it, because it decides the cycle day.
See what a profile has produced
Open a profile and the generated tab lists every invoice it has raised, with status and amount. It is the quickest answer to "has this customer been billed since March", and the quickest way to spot a gap left by a profile that was stopped.
| Column | What to look at |
|---|---|
| Generated on | A gap here is a missed cycle. Nothing backfills. |
| Status | A run of drafts means nobody is sending them. |
| Amount | A change means the profile was edited mid-life. |
| Next cycle | On the profile itself. Blank means it is stopped or expired. |
The review that is worth doing
Filter the profile list to active with no end date, once a year. Open-ended profiles are the ones that keep billing a customer who left, or keep charging last year's price. Neither problem announces itself.