Recurring invoice contract

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fostersData
Posts: 17
Joined: Mon Jan 17, 2022 1:52 am

Recurring invoice contract

Post by fostersData » Wed Oct 26, 2022 9:32 pm

Hi, can you please add contract as a field to recurring invoices? This must be possible as the UI involves selecting a contract instead of a customer.
Would make it much easier to work with instead of workarounds with custom fields
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Sindre
Posts: 493
Joined: Wed Apr 20, 2022 4:51 am
Location: Brisbane

Re: Recurring invoice contract

Post by Sindre » Wed Oct 26, 2022 11:46 pm

Hi fostersData,
Could you please attach a print screen from the simPRO UI where you select a contract in recurring invoices so we can better understand your suggestion.

Thank you!

Regards
Sindre
API Developer | Simpro Software Group
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GTacs
Posts: 14
Joined: Tue Jun 07, 2022 12:48 pm

Re: Recurring invoice contract

Post by GTacs » Fri May 03, 2024 10:43 am

Hi Sindre,

I know this is an old topic, but it looks like it hasn't been resolved yet.

Here is a screenshot showing how to select a contract for a recurring invoice. It's in the Customer dropdown, where you can choose either a customer or a contract.
Image
In the API, there's no distinction between a recurring invoice with a customer and one with a contract. Is there a way to map a recurring invoice to a contract?

Thanks,
GT
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SimproAPITeam
Posts: 17
Joined: Wed May 01, 2024 2:31 am

Re: Recurring invoice contract

Post by SimproAPITeam » Mon May 06, 2024 11:39 pm

Hi Gtacs,
Thank you for the extra details added.

We have created a ticket and will evaluate this for future development. Please note that we are unable to give a specific timeline for new features.

Regards
Simpro API Team | Simpro Software Group
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