Recurring invoice

bmistry
bmistry Member Posts: 58 Reckoner Reckoner
in Reckon Invoices App

One invoice has been sent to customer. Once invoiced, how to make that sent invoice as Recurring invoice?

There must be short cut to this rather than creating another transaction.

Appreciate any suggestions/help.

Best Answer

  • klaura
    klaura Reckon Staff Posts: 438 Reckon Staff Reckon Staff
    Answer ✓

    Hi @bmistry,

    There is no need to create a new transaction. From the existing invoice, click on the three dots at the top right corner. It will give you with the option to set the invoice as recurring.

    image.png

    Best regards,

    Karren

Answers

  • bmistry
    bmistry Member Posts: 58 Reckoner Reckoner

    Thanks very much..Now zip have saved the invoice as recurring transaction

Categories