Perfex CRM Recurring Invoices: Setup, Cron and Failures

Description and use

Recurring invoices in Perfex CRM can fail silently. Diagnosis includes checking the last cron run time, manually running cron, verifying PHP CLI settings, cycle status, and parent invoice integrity.

Problem

Recurring invoices in Perfex CRM fail silently. A client may notice a missing invoice before the system does, because there is no visible error or banner indicating a failure.

Outcome

Recurring invoice failures in Perfex CRM are typically caused by cron misconfiguration, exhausted cycles, or parent invoice edits rather than invoice-specific issues. Following the diagnostic order resolves most cases.

Workflow

• Read the last cron run timestamp in Setup > Settings > Cron Job.
• Run the cron manually from the shell and read the output.
• Check max_execution_time and memory_limit for the CLI binary.
• Check whether total_cycles has reached cycles.
• Verify the parent invoice was not edited in a way that cleared the schedule.
• Inspect the invoice itself if all other steps pass.

Evidence

Perfex CRM recurring invoices do not fail loudly. They simply stop happening, and the first person to notice is usually the customer who was trying to pay you.

Source

The next date is computed, not stored. There is no queue of pending future invoices you can open and inspect.

Source

Cycles is a stop, not a counter of successes. Set it to 12 and Perfex creates twelve invoices and stops.

Source

The same run fires overdue reminders, recurring expenses, task reminders, contract expiry notices, ticket email import and ticket auto-close.

Source