Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
Tash Tan
shared this idea
Hi everyone, thanks for sharing this idea! We can see how having a “Create Repeating Invoice” shortcut right on the dashboard would make managing recurring invoicing faster and more seamless.
Currently, you navigate through the Invoices menu to reach the Repeating tab, which adds extra steps. I’ve moved this idea to Gaining Support so our product teams can track interest and understand how much this shortcut could help streamline regular invoicing.
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Jonathon Gilbert
commented
The "+" button in the top right - needs to include "reoccurring invoices". as the "Invoice" option does not have a "make repeating invoice" option. so we have to go to "sales" - "invoices" - "new repeating invoice"