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GCSS_1's avatar
GCSS_1
3 years ago

Recurring Monthly Fee or Transaction

Hi

Just wondering if anyone is able to assist me.  We provide a monthly fee to our clients.  This fee is not standard across all of our clients due to the individualised work we do for them.

Is there a way I can add this fee for each client so that it automatically generates on the 1st of the month?

1 Reply

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi

    yes you can

    enter your invoice , save as recurring, set your schedule 

    hope that helps

     

    Lisa

     

     

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