Recurring Sales Invoice - Autofill Description Line
I send out invoices on the 1st of every month and the only thing that changes in the description is the month of the fee. Is it possible to set up a Recurring Invoice where the Description changes with each monthly invoice?
e.g. 'Monthly membership in advance for the month beginning {{invoice date}}.
Whereby {{invoice date}} would auto fill to 1 October 2020, and the next month 1 November 2020.
Hello NexusBSM
Please have a look at our Help Articles: Setting up recurring transactions and Recording recurring transactions. These two articles should walk you through the steps to set up a recurring transaction in AccountRight. When doing so you select a frequency, i.e. Monthly, however, as I understand it there is not currently a way to prompt that monthly date to populate in the description line in the invoice. This would still need to be input manually.
