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b-pearce
December 30, 2022
Question

I am looking for a way to view a report of future invoices. We set these up in advance and bill based on lengthy project schedules. Is there a way to set this up?

  • December 30, 2022
  • 1 reply
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1 reply

Rustler
Rustler
December 30, 2022

An invoice is a final sale and posts income at the time it is saved.  So you should not be doing it that way, instead use an estimate for future charges and convert to an invoice at the right time

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    b-pearceAuthor
    December 30, 2022

    Makes sense, but our challenge there is that we use recurring templates, not only new invoices / estimates each month.  We have ~200 projects typically going at a time that could be spread out over ~24 months ea so want to be efficient with data entry time as well.

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