Perfex CRM Recurring Invoices: Setup, Cron and Failures

Описание и применение

Рекуррентные счета в Perfex CRM могут отказывать молча. Диагностика включает проверку времени последнего запуска cron, ручной запуск cron, проверку настроек PHP CLI, статуса циклов и целостности родительского счета.

Задача

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.

Результат

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.

Рабочий процесс

• 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.

Доказательства

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.

Источник

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

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

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

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