Invoice templates and Scheduler#
Recurring invoicing. A template is the prescription for a document; a schedule says when an invoice is issued from it.
Find them under Fakturace → Šablony faktur and Fakturace → Plánovač.
The template#
It looks like an invoice but has no number, dates or status — those appear at issue. You put the customer, the items, VAT, the series and the document type into it.
The Variabilní symbol (variable symbol) is optional on a template. Leave it empty and every document from the template gets a variable symbol derived from its own number (just like a manual invoice). A filled-in symbol is copied into every document from the template.
A document issued from a template also takes over its Lokalizace (formát částek) (localization, amount format) and the item descriptions, which the PDF prints below the item name.
Name the template after the customer and the service
"Hosting — Novák, monthly" can be found in a list; "Template 3" cannot.
The schedule#
| Field | Meaning |
|---|---|
| Name | how the schedule is labelled |
| Source | a template, or an existing invoice |
| Period and interval | how often — e.g. 1 × month |
| Next run date | when the next document is issued |
| End date | how long the schedule runs; empty = no limit |
| Active | a disabled schedule generates nothing |
Source: a template or an invoice#
Documents can also be issued as a clone of an existing invoice. Useful when you want to repeat something you have already issued and do not fancy retyping it into a template.
What happens on a run#
- The system picks schedules due today or earlier that are not past their end date.
- It issues the document: the issue date and tax point are today, the due date is today plus the period from the settings.
- The series assigns the number.
- Only after a successful save is the next run date moved on.
- If the document has sending enabled, it goes out by email with the PDF.
The order of steps is deliberate
If the date moved first, a save failure would mean a skipped month. This way, at worst the same thing is attempted again.
Day of the month#
A schedule keeps the day of the month of the next run date. When a month is not that long, the invoice is issued on the last day of the month and the following month returns to the original day: 31 Jan → 28 (29) Feb → 31 Mar → 30 Apr → 31 May. A yearly schedule from 29 Feb runs on 28 Feb in non-leap years. You change the day only by saving a different next run date.
A one-off schedule#
A period of never or a zero interval means a single run. The schedule then disables itself.
Otherwise it would generate on every run
That is why a schedule disabled after a one-off issue is not revived — it is correct, not a fault.
When nothing is issued#
A schedule with no number series is silently skipped
The template or source invoice must have a series. Without one the system issues nothing and moves on. Add the series and the next run goes through — nothing is caught up, but the missed date does not come back.
Other things to check:
- Is the schedule active?
- Is the end date in the past?
- Is the end date earlier than the next run date? The schedule would never run; the form checks for this.
- Is a default seller set? See the settings.
How many documents at once#
The number of documents per run is limited — see the module settings. The rest are issued on the next run.
Try a schedule out before rolling it out
Set the run date to today on one schedule and check the issued document — number, amounts, PDF, email. Only then create the other fifty.