Skip to main content
C
CS2021
June 16, 2021
Question

With a recurring invoice, can I get the description to pre populate with the current month? eg. May 2021

  • June 16, 2021
  • 1 reply
  • 0 views

I want to set up recurring invoices for my client who I send about 50 invoices to a month. The problem is all invoices must state the month they relate to which is not possible with a template e.g every month will say the same. 

Is there a formula or something I can type in that will pre-populate with the months name and year? 

 

Ideally for an invoice dated 31st May 2021 the description would need to say May 2021, for 31st June 2021 it needs to say June 2021 etc etc

1 reply

E
EmmaM
June 16, 2021

Hello CS2021, With the recurring invoice being a copy each period it would not be possible to change the description on a rolling basis, it would be a case of editing the template each time to update that nformation, we appreciate it if you are sending 50 a month that is not ideal, the only thing that changes is the invoice number and that is based on your existing numbering so unless it was the only customer you had and the only way you invoiced you would not be able to set a rolling sequence.

Terms & ConditionsAccessibility statement