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March 26, 2021
Question

Is it possible to import recurring Invoices? If yes, can you provide a sample file? The default sample does not have all the required fields.

  • March 26, 2021
  • 1 reply
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How to setup the payment installment?

1 reply

JessT
March 26, 2021

Hi Rafael,

 

Currently, we are unable to import a recurring invoice template or other recurring transaction templates. We can only do this in non-recurring sale transactions.

 

On the other hand, we're also not offering setup for payment installments. Your options are:

  • Create an invoice and accept partial payments until it's fully paid.
  • Use Progress Invoicing, where you and your clients agree on an estimate. Then. create progress invoices out of that estimate till it's fulfilled. As you create invoices, you also accept payments.

If you have other questions in mind, feel free to comment below.