Payment Schedules

Desley_Boshard

I have approx 150 invoices to process all with the same payment schedule.   I have done 1 invoice and added the payment schedule then saved it as a Recurring Invoice.    However when I go to Use Recurring, the payment schedule doesn't appear.    Is there a workaround so I don't have to manually add the Payment schedule every time

Genreve_S

Hi @Desley_Boshard, 

 

I can see why you’re looking for a way to carry the payment schedule across, especially with around 150 invoices to prepare on the same terms.

 

Payment schedules currently apply to individual invoices and aren’t saved in recurring invoice templates. That’s why the schedule doesn’t carry over when you choose Use Recurring.

 

You can still use the recurring template for the invoice details, but you’ll need to add the payment schedule to each invoice separately, with Online payments turned on.

 

Here are the steps for adding a payment schedule or deposit to an invoice.

 

If you’d like payment schedules to carry over with recurring invoices in the future, you can post this suggestion on the AccountRight Ideas Exchange for our product team to consider.

Regards,
Genreve