I help run a sporting club. I want a way to send a copy of the same fee invoice to all of the club members.
I currently use Recurring Sales but this is a bit cumbersome as I have to copy the sa...
AccountRight doesn't have the functionality to generate a template transaction that can be used for multiple cards. Currently you need to create that recurring transaction for that individual transaction on a per-customer basis. Really frustrating when you are sending the exact same invoice to 162 people every few months. ZCould this possibly be built in to the next release?
Hell neil64
You can set up a template recurring Transaction.
Create a new 'DUMMY' customer. Something like ZZZ ENTER CUSTOMER NAME ZZZ. I Use the ZZZ so that it is at the boyyom of my list.
Go to New Sale and set it up with the details you need using the dummy name, and save this as a recurring sale. Do not Record the sale.
In the Recurring Schedule Information screen give the template a name that is relavent to your needs, make the Frequency 'Never' and DO NOT tick the Save changes option.
Now you can use recurring and select this template. enter your customer name instead of the 'Dummy' name and you are all set.
Cheers
David
Thanks David - that is what we are already doing - but I would like to be able to link one invoice to all cards. Seems this is not possible as yet. Have asked the tech guys to consider for the next upgrade..
