A customer makes equal monthly transfers to cover invoices issued monthly that have differing amounts. Any difference is trued up each year. How can this be set up? Thx.

Hi Beverleyspry, 

Thank you for contacting us 

The way to do this is to go to the plus icon> receive payment>fill in the details>save and close, this will create a credit for the customer or you can create an invoice for this customer and then go to plus icon again> receive payment> tick the invoice that you had created> save and close. 

There is no way to set this as a recurring transaction, you would have to do this each month for the customer. 

Thanks