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NexusBSM's avatar
NexusBSM
5 years ago
Solved

Recurring Sales Invoice - Autofill Description Line

I send out invoices on the 1st of every month and the only thing that changes in the description is the month of the fee. Is it possible to set up a Recurring Invoice where the Description changes with each monthly invoice? 

e.g. 'Monthly membership in advance for the month beginning {{invoice date}}.

Whereby {{invoice date}} would auto fill to 1 October 2020, and the next month 1 November 2020.

 

 

  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi LG1,

     

    Thank you for providing such detailed information about your query. 

     

    It has greatly assisted us in understanding the issue more clearly. Currently, the option to enable or disable QR codes on invoices is not available. The QR code applies to all invoices, whether you use the OIP method or not, as long as you're using the standard template. This QR code is for viewing the invoice purposes only.

     

    We have raised this issue with the relevant team, and it is now a priority. While I cannot provide an ETA for when this feature will be implemented, please be assured that our team is actively working on it. Your post has been added to the raised ticket for this feature for documentation purposes.

     

    Feel free to create a new post again if you need further assistance.

     

    Cheers,

    Princess

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  • Emily_B's avatar
    Emily_B
    Former Staff
    5 years ago
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    Hello NexusBSM 

     

    Please have a look at our Help Articles: Setting up recurring transactions and Recording recurring transactions. These two articles should walk you through the steps to set up a recurring transaction in AccountRight. When doing so you select a frequency, i.e. Monthly, however, as I understand it there is not currently a way to prompt that monthly date to populate in the description line in the invoice. This would still need to be input manually.

    • NexusBSM's avatar
      NexusBSM
      5 years ago
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      Hi Emily_B ,

       

      Thank you for getting back to me and providing that information. I had used another accounting package that did have the ability to put the date in the description, which was linked to the invoice date. It would be great to have that feature in MYOB too.

       

      Thanks again.

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I send out invoices on the 1st of every month and the only thing that changes in the description is the month of the fee. Is it possible to set up a Recurring Invoice where the Description changes with each monthly invoice? 

e.g. 'Monthly membership in advance for the month beginning {{invoice date}}.

Whereby {{invoice date}} would auto fill to 1 October 2020, and the next month 1 November 2020.

 

 

","body@stringLength":"476","rawBody":"

I send out invoices on the 1st of every month and the only thing that changes in the description is the month of the fee. Is it possible to set up a Recurring Invoice where the Description changes with each monthly invoice? 

e.g. 'Monthly membership in advance for the month beginning {{invoice date}}.

Whereby {{invoice date}} would auto fill to 1 October 2020, and the next month 1 November 2020.

 

 

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Recurring Sales Invoice - Autofill Description Line","moderationData":{"__ref":"ModerationData:moderation_data:678555"},"body":"

Hello NexusBSM 

\n

 

\n

Please have a look at our Help Articles: Setting up recurring transactions and Recording recurring transactions. These two articles should walk you through the steps to set up a recurring transaction in AccountRight. When doing so you select a frequency, i.e. Monthly, however, as I understand it there is not currently a way to prompt that monthly date to populate in the description line in the invoice. This would still need to be input manually.

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Hello  

\n

 

\n

Please have a look at our Help Articles: Setting up recurring transactions and Recording recurring transactions. These two articles should walk you through the steps to set up a recurring transaction in AccountRight. When doing so you select a frequency, i.e. Monthly, however, as I understand it there is not currently a way to prompt that monthly date to populate in the description line in the invoice. This would still need to be input manually.

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Hi Emily_B ,

 

Thank you for getting back to me and providing that information. I had used another accounting package that did have the ability to put the date in the description, which was linked to the invoice date. It would be great to have that feature in MYOB too.

 

Thanks again.

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"218","kudosSumWeight":0,"repliesCount":0,"postTime":"2020-10-02T09:24:08.447+10:00","lastPublishTime":"2020-10-02T09:24:08.447+10:00","metrics":{"__typename":"MessageMetrics","views":851},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:678284/message:678633","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":true,"editFrozen":false,"body@stringLength":"524","rawBody":"

Hi  ,

 

Thank you for getting back to me and providing that information. I had used another accounting package that did have the ability to put the date in the description, which was linked to the invoice date. It would be great to have that feature in MYOB too.

 

Thanks again.

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