Automatic invoicing

[Cowboysdude]

Is there a way or how do I have this send invoices automatically to people/companies that have outstanding bills?

Like say send on every 15TH of the month...

[Teri]

You can do recurring invoices and recurring statements.

To do an invoice, you would select "Save as Recurring" in the Record drop down menu when you create the invoice.  Then there is an option to Run Recurring Invoices from the Tools section of your menu bar.

To do a statement, there is an option to run automated statements on the sidebar.  This will pop up a box asking if you want to email or print them.

I have no need to do either so I can't speak from experience on this one, but I have briefly explored these features.  For more help, go to your Help menu and look at the User's Guide.  Here is a link to that:  http://help.nchsoftware.com/help/en/expressinvoice/win/index.html

Hope this helps!

 

[Teri]

I also noticed as I was making an invoice this morning that when you record the invoice there is an option to Set Recurring along the top when it pops up your preview.