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sunny_coast's avatar
sunny_coast
Cover User
1 year ago
Solved

Recurring Transactions

I run Account right, every month I generate about 300 recurring invoices. Is there any way of doing this automatically other than creating and emailing each invoice individually?

  • Dave_vdW's avatar
    Dave_vdW
    1 year ago

    There sure is. 

    In the web app, go to the Sales > Invoices screen, and then click on the three dots in the top right corner. A drop down menu will appear for "Recurring Transactions", where you can create these.

     

    If you're using the desktop app, I know there is a way to do it but it's been a long time since I used that app so I can't recall the exact steps.

2 Replies

  • Dave_vdW's avatar
    Dave_vdW
    Member
    1 year ago

    There sure is. 

    In the web app, go to the Sales > Invoices screen, and then click on the three dots in the top right corner. A drop down menu will appear for "Recurring Transactions", where you can create these.

     

    If you're using the desktop app, I know there is a way to do it but it's been a long time since I used that app so I can't recall the exact steps.

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