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Question

Is it possible to have different recurring frequencies in the same smart file?

  • January 29, 2026
  • 1 reply
  • 7 views

SDesmond

For one of my services I have a one-time audit, monthly monitoring, and quarterly reviews all with different levels to choose from.

Is it possible to package these into one proposal and invoices generated at different frequency rates per service (once, monthly, quarterly)? Or do I need to send a separate file for each? I’d like to present it as a program and make the process more seamless for people to sign up.

1 reply

Tonisha J Stalnaker
Explorer
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Hey there! When you say “different levels” what do you mean? I want to make sure I understand. Also, do your clients choose their own level or do you? If they choose, when is that choice made?