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Repeating Invoices - Day/Date placeholder option

in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically approved and sent.

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Jeremy Vigar shared this idea  ·   ·  Report…  ·  Admin →
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  • Hilary Nightingale commented  ·   ·  Report

    Placeholders within Repeating Invoices:

    The ability to insert text and then a placeholder (like you do with page numbers in word processing documents). Eg. Period "1"

  • James Meikle commented  ·   ·  Report

    So we can automate the likes of:
    E.g. Week Ending 9 July 2023

  • jeff gillies commented  ·   ·  Report

    This would be very useful and enable automation and save a lot of time.

  • Natasha Dixon commented  ·   ·  Report

    It would be helpful to be able to have a due date or invoice date placeholder. This is helpful where billing for a period that ends on a day rather than Month or Year.

  • Geraldine Hendriks commented  ·   ·  Report

    Hi,

    Adding to Barbara's comment it would be very helpful to have a customized placeholder in order to a number a specific payment number/term number to the repeating invoice template, or as she suggested number x of y.

    Thank you

  • Barbara Mundell commented  ·   ·  Report

    You can do the Quaters by adding repeat every 4 months or yearly to repeat every 12 months.

    What would be nice is where invoices are in contract that you add number x of y.

  • Jeremy Hagon commented  ·   ·  Report

    Invoice placeholders (repeating invoices)

    It would be an advantage to allow additional fields in the repeating invoice template, including future quarter(s) / year(s) or date ranges.

  • Arina Junid commented  ·   ·  Report

    Would really appreciate if you could provide placeholder for date/day also because sometimes we want to show timeline for the customers

  • Daniel Colwell commented  ·   ·  Report

    It would be helpful to use the invoice date or due date as the placeholder reference (with +/- feature).

  • Michael D Gazdowicz commented  ·   ·  Report

    Auto fill section such as «InvoiceDate» to the Description field of invoices and repeating invoices.

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