fixed
Documents & Contracts
Documents and Contracts: Auto-invoice type update in based on optional product selected
Overview
Previously, if you added a mix of recurring and one-time optional products to a document, the recipient selecting only one-time items, still generated a “recurring” invoice—appearing in the recurring invoices section and causing confusion.
What’s changed
- Documents now respect the selected product frequency. If only one-time products are chosen, you’ll get a one-time invoice; recurring products generate recurring invoices as expected.
How it works
- Navigate to Payments → Documents & Contracts.
- Create a product list with both recurring and one-time items, marking them optional.
- When the recipient selects only one-time products, they’ll receive a single, one-time invoice—no recurring schedule.
Why it matters
- Ensures clarity and consistency when offering optional products, preventing unwanted recurring invoice entries.