Skip to Main Content
Status New idea
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Sep 27, 2019

Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer.  It would be good to have a template we could setup with standard details and then attach that to the customer instead of creating one for each customer.   The ability to attach an already existing template or create a non standard one would be fantastic.

  • Attach files
  • Guest
    Reply
    |
    Sep 2, 2023

    Can the Copy Invoice function be used to do this if the Invoice number is editable?

    Even better - if when copying the invoice there was a prompt that gives a choice of "retain invoice number" or "issue new invoice number", itwould save me hours as I have over 200 customers who have the same order filled every fortnight and I have to create new invoice each time.