CREATE A REOCCURRING INVOICE

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  • Updated 5 years ago
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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?
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Sonya Herbert

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Posted 5 years ago

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Charles van Rotterdam

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memorised transactions under lists. Create Invoice>edit>Memorise transaction and then set it up for weekly or whatever
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Sally McIntosh, Accredited Consultant, Accredited Partner

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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 (sally@samsolutions.com.au)

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Sonya Herbert

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thank you so much for your help!! will do this