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November 7, 2020
Question

How to set time for future invoices ?

  • November 7, 2020
  • 1 reply
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1 reply

November 7, 2020

Hi there, accounts395.

 

You can create a scheduled recurring invoice. Set the start and the end date for future invoices.  

 

Let me show you how:  

 

  1. Click the Gear icon and select Recurring Transactions
  2. Select New and choose Invoice from the Transaction Type drop-down.  
  3. Tap OK
  4. Add all the necessary information.  
  5. Choose Scheduled as Type
  6. Set the date when this transaction will be sent under the Interval section. 
  7. Enter the start and end date after the first occurrence.  
  8. Hit Save template once you’re done.

 

Check these articles for more information:   

 

Stay in touch if you have any other concern. I'm always here to assist. Keep safe, and have a great rest of the day!