Sort recurring invoices Access Free Invoicing Software Recurring invoices can be sorted under three categories – ‘active’, ‘expired’, and ‘stopped’. ‘Active’ indicates that the invoices still being sent out to the client once every recurring period...
Adding date to the description field Access Free Invoicing Software 1) You can add a date to the description field of each item, to specify start and end date of the recurring invoice. To do this, simply go to the item field, and start introducing the necessary...
Follow these steps to customize how and when recurring invoices are sent out. Click on the gear icon on the top right corner and select Preferences from the drop down. Now click on Recurring Invoices, here you can select how you want to handle recurring invoices,...
A Recurring Invoice can be created either from : Recurring Invoices module Invoices module Access Free Invoicing Software To create a recurring invoice : Go to the Recurring Invoices module. Click ”+” icon and proceed to create a recurring invoice as usual. You will...
We’re all witnessing the effect that COVID-19 is having on businesses throughout the world. As CX expert Shep Hyken remarked: “In difficult times, it is more important than ever to maintain or boost the customer experience.” While standing up for customers is...
