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Setting up an invoice to be issued at a future date  XML
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kevinandrewlipscomb



Joined: 01/09/2008 18:14:58
Messages: 2
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Am I blind, or is there no way to create an invoice and designate that it should be issued at some future date?
Admin



Joined: 23/02/2008 16:45:04
Messages: 15
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You have a couple of options. You can go to the recurring tab and then click on advanced recurring options. From there you can set several options for sending invoices one of which is the "next recurring date". Another option is to create the invoice and leave it as in progress in your invoice list and to click send whenever you are ready for it to be sent to your client. Thanks for using Billmyclients.com!

This message was edited 2 times. Last update was at 13/11/2009 19:09:12

cbrubaker



Joined: 27/01/2010 12:42:04
Messages: 1
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How do I change the address on a recuring invoice? I tried to edit it but it said that I could not edit the address after the invoice has been sent out. I want to change it before it gets sent out again. Thank you!
Admin



Joined: 23/02/2008 16:45:04
Messages: 15
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Hello,

You will need to stop recurring on that invoice. Create or Copy from that invoice a new one (See the copy icon in the actions column in the Invoices List). And then change the address and set the new one to recur as before.

Thanks for using Billmyclients.com!
jamessimon



Joined: 19/06/2010 06:05:35
Messages: 1
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^ i think that's more practical, to just copy and paste information. thanks!
christineb1979



Joined: 21/09/2010 21:19:14
Messages: 1
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This is one of the easiest way to do.


jamessimon wrote:^ i think that's more practical, to just copy and paste information. thanks!


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This message was edited 1 time. Last update was at 28/09/2010 21:06:01

tyler123



Joined: 30/11/2010 03:59:37
Messages: 2
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Hi kevinandrewlipscomb,

Thanks a lot for opening this topic. I also want to know more about this. As a new member, I want to explore this site and gather some information first. I'll participate as a regular member here after I have read all the information that I should know. I think this would be interesting.
tyler123



Joined: 30/11/2010 03:59:37
Messages: 2
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Hi kevinandrewlipscomb,

Thanks a lot for opening this topic. I also want to know more about this. As a new member, I want to explore this site and gather some information first. I'll participate as a regular member here after I have read all the information that I should know. I think this would be interesting.




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kurtnapoles



Joined: 03/02/2011 16:18:20
Messages: 1
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Is the change of address in a recurring invoice on the to-do list of the developers ?


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This message was edited 1 time. Last update was at 18/02/2011 10:49:43

josephpacheco



Joined: 05/02/2011 16:05:05
Messages: 2
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This message was edited 1 time. Last update was at 05/02/2011 16:58:43

rizzadaile



Joined: 21/04/2011 23:16:14
Messages: 1
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very interesting topic,, an easy way to do things, be more practical. Just copy and paste!
kevinandrewlipscomb



Joined: 01/09/2008 18:14:58
Messages: 2
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Admin wrote:. . . You can go to the recurring tab and then click on advanced recurring options. From there you can set several options for sending invoices one of which is the "next recurring date". . . .


That's ambiguous. If I create a brand new invoice, go to its recurring tab, and set its "next recurring date", does the invoice go out when I send it, or does it go out on the "next recurring date" (which in this latter case would actually be its "first occurrence date")?
jackkutcher



Joined: 19/01/2012 20:56:50
Messages: 1
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rizzadaile wrote:very interesting topic,, an easy way to do things, be more practical. Just copy and paste!





i agree on that



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This message was edited 1 time. Last update was at 26/01/2012 18:01:38

jaskorhov213



Joined: 08/03/2012 18:06:11
Messages: 6
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rizzadaile wrote:very interesting topic,, an easy way to do things, be more practical. Just copy and paste!



I agree


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ross32



Joined: 23/07/2013 18:49:17
Messages: 1
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You can set custom date here at http://www.fetchflow.com/invoice-templates so that at that date, it will automatically sent to the person you want.
 
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