Hi everyone, I’m really sorry if this is an obvious question but I’ve been trawling through the forum for ages and can’t seem to figure it out!
I am having a nightmare managing clients. They all want invoices (which I do manually at the moment) but we have a mixture of gocardless/invoice/stripe options for payment. What I’m looking to do seems simple but I can’t get my head around it! What I need to do is:
-Generate an invoice each month for the Company (each User belongs to a Company). This will have data from their table, and I’ll use a pdf plugin so they can save it (I’ll figure that bit out).
It sounds so simple but I can’t seem to figure out recurring workflows. I feel like there is a super simple way of doing this? I’ve created a table called Invoices, and that’s about it!!
Again sorry if this is really simple or I’ve missed it in the help files somewhere!
@FJP Yeah I think that’s what I’m going to do. Was hoping there would be a plugin that handles invoices but what I think I’ll do is:
-Create a recurring workflow that generates an entry into a table called ‘invoice’ each month, starting on that date.
-Have a cancel button to cancel the invoice generation.
I’ll do payment etc separately I think.
It’s actually quite easy to do recurring events in workflows once you realise that the ‘user’ needs to be the workflow thing, therefore it will run it for other users rather than as you! I can see it getting a little messy though once every user has a recurring workflow, but we’ll see what happens!
