Hi there - is there a way to edit the invoice number when creating a repeating invoice? I have specific invoice numbers/codes that i use for each customer.
Hi, Sorry for the delayed reply. I have been on Maternity leave. There is no automatic way of changing the invoices. But what you could do is when you set up a repeating invoice, you can set it to be draft only rather than approve or approve and send. Then you can manually go in and change the invoice number each time. Ensuring after you have changed the invoice number you then send it out manually.
Hi, There are two ways you could do this. My preference would be to create a single invoice for $4,000, they would then pay you an amount per week/month etc and you would just continue to apply it to that invoice. If they want an update on how much is left to pay, you can then send them that invoice which will show what is left to pay. Alternatively, if you did want to split it up into separate invoices so each new invoice would have a different invoice number. You could do repeating invoices totalling the amount of $4,000 and set an end date for the repeating to stop after 6 months. So if you did $4,000 over 6 monthly payments it is going to be $666.67 per invoice per month. This overall might be out a few cents at the end of the day which is one of the reasons I prefer the other way which is neater.
Amazing!! Thank you 😊
You're so welcome!
Hi there - is there a way to edit the invoice number when creating a repeating invoice? I have specific invoice numbers/codes that i use for each customer.
Hi, Sorry for the delayed reply. I have been on Maternity leave. There is no automatic way of changing the invoices. But what you could do is when you set up a repeating invoice, you can set it to be draft only rather than approve or approve and send. Then you can manually go in and change the invoice number each time. Ensuring after you have changed the invoice number you then send it out manually.
What if you have a standard amount for example 4000 for total of the invoice and then you want them to pay it off over 6 months? how would i do that?
Hi, There are two ways you could do this. My preference would be to create a single invoice for $4,000, they would then pay you an amount per week/month etc and you would just continue to apply it to that invoice. If they want an update on how much is left to pay, you can then send them that invoice which will show what is left to pay.
Alternatively, if you did want to split it up into separate invoices so each new invoice would have a different invoice number. You could do repeating invoices totalling the amount of $4,000 and set an end date for the repeating to stop after 6 months. So if you did $4,000 over 6 monthly payments it is going to be $666.67 per invoice per month. This overall might be out a few cents at the end of the day which is one of the reasons I prefer the other way which is neater.