Reoccuring Monthly Invoice for Client

Question

Each month, I need to send a client an invoice for Website Hosting.  Is there a way to schedule or create a reoccurring invoice or duplicate an invoice each month and just change a few items in the invoice rather than needing to create a completely new invoice each month?  Most items are similar, but just a few date changes on the monthly invoices.

Frankx · Accepted Answer

Hi @Relivit Media

You don't need to create a completely new invoice each month.  You can copy any previous invoice you made and then paste it into the register.  Obviously you will need to change the date of the invoice and some other fields (such as the Invoice #, and the Due Date, etc.).

Let me know if you have any followups.

Frankx

UKR · Accepted Answer

Here's something else you can try ... I haven't had time yet to do so and run it thru its monthly paces, so I don't know the nuts and bolts of it, but this process exists ...* Go to Tools / Manage Bill and Income Reminders.
* Select Add / Invoice Reminders
* Fill out the reminder form selecting next due date, frequency and when to remind you about (preparing and mailing) the next invoice.
* Select Add invoice details and fill out an Invoice form.

You should now have a reminder for your next invoice in the list.