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Recurruring Invoices?


CFSI

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I have recently bought Express Accounts after using the free version ... but I cannot figure out how to make my invoices recurring!! I know its probably a very simple task but I just dont seem to be able to figure it out ... can someone please tell me?

 

Thanks in advance

 

Sue

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  • 1 month later...

I have recently bought Express Accounts after using the free version ... but I cannot figure out how to make my invoices recurring!! I know its probably a very simple task but I just dont seem to be able to figure it out ... can someone please tell me?

 

Thanks in advance

 

Sue

 

Here you go Sue

 

When you create an invoice and are about to click record, click the arrow next to it, then select 'save as recurring'.

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Here you go Sue

 

When you create an invoice and are about to click record, click the arrow next to it, then select 'save as recurring'.

 

 

 

Hey Mick,

 

Thanks very much I knew it was simple

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  • 1 month later...

Sorry to have to ask this but .... when i save my invoices as recurring they wont send then it says 0 invoices generated ... can some please tell how to set this up? thanks

You could click on "View recurring invoices" at the left pane and then select an invoice and press "Schedule" button. At this dialog you could check start date for the invoice.

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