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December 13, 2021
Solved

Dynamic message on recurring invoices

  • December 13, 2021
  • 2 replies
  • 0 views

Is there a way to setup dynamic messages in the message body of a recurring invoice?
I want a recurring invoice going every month to my clients saying:
"Invoice for the month: <previous month>", so that every time the invoice is sent the message body is updated as per whatever the previous month was.
How do I set this up?

Best answer by Fiat Lux - ASIA

Explore this subscription management/recurring billing app. 

https://go.zoho.com/tG7

 

You may have 3 ways to integrate data with your QBO later.

 

2 replies

Fiat Lux - ASIA
December 13, 2021

The feature is not yet available on QB. Consider having an additional app to do so. 

December 14, 2021

Hi,

Do you know any good apps/extensions that can do this kind of automation?

Fiat Lux - ASIA
December 14, 2021

Explore this subscription management/recurring billing app. 

https://go.zoho.com/tG7

 

You may have 3 ways to integrate data with your QBO later.

 

December 23, 2021

How can this be labeled "solved" when the answer from QB is that this isn't an available feature?  That isn't a solution. 

Fiat Lux - ASIA
December 24, 2021

@saasexec 

The solution is using a 3rd party app for the time being.