Forum Discussion

NexusBSM's avatar
NexusBSM
User
4 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 wi...
  • Emily_B's avatar
    Emily_B
    4 years ago

    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.

Emily_B's avatar
Emily_B
Former Staff

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.