At present I have to go into each recurring invoice & change the month manually within the Description to show for which month the invoice relates. I also then have to click into the arrow & manually change one of the boxes there as the change I've done to the description does not follow through to both boxes within the Edit Details boxes.
It would useful if there was an automatic roll forward of months within the description of the invoices & certainly for any changes to follow through to both boxes within Edit details rather than just one.
Guest
If it helps - we had exactly the same issue. We have written an expression that looks at the date the invoice is being processed on (Usually the 01st for us for the following month) and then calculates what the correct month will be using a trigger we put in the details box of the footer tab of the memorised invoice allowing us to select advanced or retrospective monthly billing and puts a message line on the invoice - ie 01st June invoice with a trigger of MONTH+ will read "This invoice is for July service rental"
The expression is over 2 lines
INVOICE.GLOBAL_DETAILS="Monthly+"?"Service rental for " + DateTimeToFormattedString (Invoice.invoice_Date + Days (31), "MMMM yyyy") :
INVOICE.GLOBAL_DETAILS="Monthly-"?"Service rental for " + DateTimeToFormattedString (Invoice.invoice_Date - Days (31), "MMMM yyyy") : ""
I hope this helps some
we have this same issue for our susbcription invoices it would be very helpful to automate the adding of the month names via automated fields such as it auto replacing [NextMonth] as a field in the description and auto chance it to the next forthcoming month name in the description