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Feb 8, 2020 10:38 PM UTC
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Every customer needs to have 7 line items on their invoice. I tried bundles. Is there a way to retain the individual line item amts as opposed to just the bundle amt?

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Adrian_A
Adrian_AAnswer
Feb 9, 2020 12:05 AM UTC

You can try the recurring invoices option, Penny10.

 

This let's you create invoices with the same items automatically on a regular basis. You can follow the steps on how to do it:

 

  1. Click the Gear icon, and then select Recurring Transactions.
  2. Click the New button.
  3. Select Invoice as the transaction type, and then OK.
  4. Enter a Template name.
  5. Select either Scheduled, Reminder, or Unscheduled.
  6. Select the Interval, and the Start date.
  7. Fill out the PRODUCT/SERVICE, QTY, and AMOUNT.
  8. Click Save template.

 

I've added this article for more information with regards to recurring invoices: How to schedule recurring invoices.

 

Feel free to tag my name if you still need my assistance.

2 replies

Adrian_A
Adrian_AAnswer
Feb 9, 2020 12:05 AM UTC

You can try the recurring invoices option, Penny10.

 

This let's you create invoices with the same items automatically on a regular basis. You can follow the steps on how to do it:

 

  1. Click the Gear icon, and then select Recurring Transactions.
  2. Click the New button.
  3. Select Invoice as the transaction type, and then OK.
  4. Enter a Template name.
  5. Select either Scheduled, Reminder, or Unscheduled.
  6. Select the Interval, and the Start date.
  7. Fill out the PRODUCT/SERVICE, QTY, and AMOUNT.
  8. Click Save template.

 

I've added this article for more information with regards to recurring invoices: How to schedule recurring invoices.

 

Feel free to tag my name if you still need my assistance.

Penny10Author
Feb 9, 2020 9:38 AM UTC

@Adrian_A Thanks for the help.