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March 28, 2019
Question

Can I set up invoices to recur annually for each customer so that all I need to do is update item price for invoice to be updated?

  • March 28, 2019
  • 1 reply
  • 5 views
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1 reply

JamesC
Level 5
March 28, 2019

Hey Joanna,

 

If you click on the Cog Wheel, select the option for Recurring Transactions. Select New you can set up invoices to occur yearly; once the invoice is created, you can check and amend any information you need to, before sending it to the customer.