I have scheduled invoices in my list of “Invoice templates” to become a validated invoice at specific intervals, but they do not do so.
I have to manually go and clic individually on each one of them and clic “Create Invoice”
Why is it not working? Does it require a cron task associated to it in Linux?
If any of you guys have this working, I would love to hear from you.
Thanks a bunch
I have found the following information and I am posting it here hoping it helps someone and to see if someone has actually followed these steps with success:
Invoice templates themselves in Dolibarr don’t directly create invoices. They serve as a blueprint for generating recurring invoices. Here’s how to ensure scheduled invoices are created from your templates:
1. Create a Recurring Invoice Template:
- Start by creating a new invoice or use an existing one (draft status is ideal).
- Fill in the invoice details with items, customer information, etc.
- Instead of validating, click the “Convert into Template Invoice” button.
- Give your template a clear name and set recurrence details (frequency, start date, number of cycles).
- Choose whether generated invoices will be drafts or validated automatically.
- Click “Create” to save the template.
2. Activate Scheduled Jobs (if not already):
- This module is crucial for automatic invoice generation.
- Navigate to Home > Setup > Modules/Applications.
- Find the “Scheduled jobs” module and activate it if not already enabled.
3. Run the Scheduled Task:
- With the template and module active, Dolibarr should handle things automatically.
- However, there might be situations where a manual trigger is needed.
- Go to Home > Setup > Tools > Scheduled jobs.
- Locate “Generate recurring invoices (sales invoices)” and click the “play” button.
Additional Tips:
- Ensure the “Security key for URL to launch cron jobs” has a value within the Scheduled Jobs module configuration (important for security).
