We're using vTiger 7.1.0 CRM and maintain all customer-contracts with assets.
our assets have an associated product, an end-date and an amount field like (see picture):
yearly-server-maint, 20-02-19, 1
Right now, 2 weeks until end-date, vtiger workflow generates reminder email and a manual invoice is generated. Then asset is modified to reflect new end-date. this is error prone and manual work.
We're looking for a way to automatically generate invoices 2 weeks prior to end-date and adjust the assets end-date field.
auto-invoice/Recurring option in vTiger is no option as we modify throughout the year the amount, when customer adds new extensions and stuff.
The change that is necessary should be as small as possible so vtiger stays update-safe.