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.
Jeremy Vigar
shared this idea
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Will Batchelor
commented
Yeah this would be useful.
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Barbara Mundell
commented
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.
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Jeremy Hagon
commented
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.
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Arina Junid
commented
Would really appreciate if you could provide placeholder for date/day also because sometimes we want to show timeline for the customers
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Daniel Colwell
commented
It would be helpful to use the invoice date or due date as the placeholder reference (with +/- feature).
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Michael D Gazdowicz
commented
Auto fill section such as «InvoiceDate» to the Description field of invoices and repeating invoices.