Can I set up a schedule to automatically email out recuring invoice instead of having to send them manually.
I want to be able to create and record my invoice in advance and then schedule the invoice to be automatically emailed out at a later date and time.
Hi JeremyH,
Thank you for your post, and welcome to the community forum!
Yes, you may schedule sending out invoices automatically by setting up recurring transactions. When you save a recurring transaction, you can specify how often you want the transaction to be recorded and for how long you want to schedule it. Please check out this helpful article on setting up recurring transactions.
Feel free to write a post if you need further assistance.
Cheers,
Jem
Hi Jem,
I have read the article and have setup a recurring invoice but what I don't know is, if I have the recurring invoice delivery status set as "To be Emailed" will it also automatically email the invoice in the recurring invoice process without any user interaction at all in the whole process?
Also is there a way I can setup a biannual schedule, the dropdown only goes to 1 year, I have an invoice where it only goes out every 2 years?
Thanks,
JeremyH
Hi JeremyH,
Yes, once a recurring transaction has been set up, it will automatically be sent to the recipient, and the maximum frequency that we currently have is annually. If you have an invoice that goes out every 2 years, you may send the transaction manually.
Feel free to write a post if you need further assistance.
Cheers,
Jem
