Recurring invoice drafts

1. 1

   Step 1: Open the customer

   From Customers, open the account and find Recurring invoices.

2. 2

   Step 2: Describe the repeat work

   Give the template a name, choose its vehicle, cadence and next date, then enter one or two labor, part or fee lines.

3. 3

   Step 3: Arm the schedule

   Choose Create recurring template. The active template appears on the customer and in Recurring invoices.

4. 4

   Step 4: Review each draft

   When it becomes due, open its last draft repair order, check the work and prices, and follow the ordinary approval and invoice steps.

After the shop was offline

One runner pass makes at most one draft from a template. Run recurring drafts now drafts for this shop only; production runs every shop hourly. If several periods were missed, the draft's activity note says how many were skipped and the next date moves forward from the old schedule rather than from today.

Deleting a schedule

Every other delete in Torqix goes to Trash and can be put back for thirty days. A recurring schedule does not. Deleting one takes its saved lines and their prices with it and there is no screen that restores it, so the step above — delete and re-create — is a step you cannot take back halfway.

Delete therefore asks first, on a panel that names how many saved lines would go. What it does keep is a record: the audit trail entry for the deletion carries every line — its kind, its words, its quantity and its price — so a schedule deleted by mistake can be keyed in again from the trail even though nothing puts it back for you.