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cjcarlettiwest
April 28, 2022
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Is it possible to set up recurring Invoices that are sent every 3 months, 6 months

  • April 28, 2022
  • 1 reply
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Best answer by Ashleigh1

Hello Cjcarlettiwest, 

 

Welcome to the Community page, 

 

If you go to the cog wheel> recurring transactions> new>invoices>ok> on the line that says interval if you select monthly then select the on days and date then in the box that says of every 1 month(s) you would enter in instead of 1 you would put 3 so then it would get sent out on every 3 months fill in the rest of the template then slick save template and you would then do the same steps for the 6 months on as well. 

1 reply

A
Ashleigh1Answer
April 28, 2022

Hello Cjcarlettiwest, 

 

Welcome to the Community page, 

 

If you go to the cog wheel> recurring transactions> new>invoices>ok> on the line that says interval if you select monthly then select the on days and date then in the box that says of every 1 month(s) you would enter in instead of 1 you would put 3 so then it would get sent out on every 3 months fill in the rest of the template then slick save template and you would then do the same steps for the 6 months on as well. 

    C
    cjcarlettiwestAuthor
    April 28, 2022

    Thanks.  

     

    Would that be the same for sending out every 24 months i.e. If we put 24, then it would get sent out on every 24 months?

    G
    GeorgiaC
    April 28, 2022

    Hi cjcarlettiwest, there is a specific option for 'yearly' on the interval drop-down when creating the recurring transaction 🙂

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