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.
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.
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.