CREATE A REOCCURRING INVOICE

Sonya HerbertSonya Herbert Member Posts: 65
edited January 2020 in Accounts Hosted
Are we able to create a re-occurring invoice to automatically get created say every Month/or Quarter? It will be the same customer/job & set dollar value, but need it to be created automatically? If not, is there a reminder set up under Customer Name/job that can be used?

Comments

  • CharleyCharley Member Posts: 549 ✭✭
    edited January 2020
    memorised transactions under lists. Create Invoice>edit>Memorise transaction and then set it up for weekly or whatever
  • Sally McIntosh, Accredited ConsultantSally McIntosh, Accredited Consultant Accredited Partner Posts: 648 ✭
    edited February 2017

    Hi Sonya,

    In addition to what Charles has said you need to set it as a standing order.

    That will make it happen automatically.

    When you login to your file after that date it will tell you that you have x amount of transactions waiting to be processed. Then when you click ok/yes it will process them.

    Kind regards,

    Sally McIntosh ([email protected])

  • Sonya HerbertSonya Herbert Member Posts: 65
    edited September 2014
    thank you so much for your help!! will do this
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