How Recurring Invoice work?

[ocbermudez]

Hello,
I want to use recurring invoice, but I don't understand very well this feature, I don't know if I am doing something wrong.
If I make a new invoice for example with 2 items, and I configure with the parameters of recurring invoice all work well, but when I get the payment of this invoice I can not processing it, because is a recurring invoice. This behavior is normal or I am doing something wrong?
Why Can't I process one payment in my recurring invoice?
For example in the next automatically invoice generated, I can process the payment without problem, but I need to process the payment in the original recurring invoice, if not always I have this client with as due amount positive and that is not truth.
Thanks for any tips about this feature.
Omar.

[K Software]

Hello,
I want to use recurring invoice, but I don't understand very well this feature, I don't know if I am doing something wrong.
If I make a new invoice for example with 2 items, and I configure with the parameters of recurring invoice all work well, but when I get the payment of this invoice I can not processing it, because is a recurring invoice. This behavior is normal or I am doing something wrong?
Why Can't I process one payment in my recurring invoice?
For example in the next automatically invoice generated, I can process the payment without problem, but I need to process the payment in the original recurring invoice, if not always I have this client with as due amount positive and that is not truth.
Thanks for any tips about this feature.
Omar.

You never post anything to an invoice in status "Recur". Think of an invoice in status Recur as a template. It gets used to create new, Pending invoices on your billing cycle.

Click the Recurring Invoices tab. When you have recurring invoices that have met their billing cycle you'll see them in the list there. You then have to click the "Generate" button (after setting all of the options on the Recurring Invoices tab to your liking), in order to run the billing cycle. What you'll have after you "Generate" is a group of new Pending invoices (or paid if you have automatic credit card charging set up). You then post payments to those newly created invoices in Pending status by looking them up on the Invoices tab.

[ocbermudez]

yes, I think about that, but the problem with that is that when I create a recurring invoice (template) I get in the balance of this client the import of this invoice, if recurring invoices are template, so this kind of invoice can not add the amount to the balance of the client. you agree with me?
Could you tell me how can I put the balance of the client to "0" with the recurring invoice?
Thanks.
Omar.

[K Software]

When you create the recurring invoice, right-click on the "previous balance" item in the item grid and select Delete.

[K Software]

Or, if the balance is being added every cycle, do this.. Open the customer in question from the Customers tab of the main kBilling Window. Click the Accounts tab on the customer window and take the check out of "Always forward existing balances".